Connect SMS.to and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Message Is Sent
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use SMS.to and BoardCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in a list.
New Message Is Sent
Runs when new message is sent
Do thisActions
Action is the task that follows automatically within your SMS.to integrations.
Estimate Single SMS
Estimate a Single SMS
Create or Update Contact
Create or update a contact
Send SMS
Send text to numbers or lists
Get Recent Optouts
Get opt-outs from past hour
Delete Contact By Phone
Remove contacts by phone
Get Contacts
Get optouts detail that were opted out in last 1hr.
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Frequently Asked Questions
To start, connect both your SMS.to and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SMS.to and BoardCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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