Connect Sozuri (Kenya) SMS and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Arrives
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Sozuri (Kenya) SMS and BoardCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Arrives
Runs when new contact arrives
Do thisActions
Action is the task that follows automatically within your Sozuri (Kenya) SMS integrations.
Add Contacts to Group
Add contacts to project group
Send SMS
Send an SMS to a user
Update Contact
Update an existing contact
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Frequently Asked Questions
To start, connect both your Sozuri (Kenya) SMS and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sozuri (Kenya) SMS triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Sozuri (Kenya) SMS 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 Sozuri (Kenya) SMS 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 Sozuri (Kenya) SMS 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 Sozuri (Kenya) SMS
Sozuri is a platform designed to streamline and enhance the process of online collaboration and project management, enabling teams to work together efficiently from anywhere.
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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