Connect AskHandle and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Room
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use AskHandle and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Room
Trigger when New Room is created
Do thisActions
Action is the task that follows automatically within your AskHandle integrations.
Get all Rooms Detail
Get all Rooms Detail
Create a Room
Create a Room
Get Keyword Notification
Get all Keyoword Notification in AskHandle.
Get leads
Get all leads in AskHandle.
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.
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Frequently Asked Questions
To start, connect both your AskHandle and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AskHandle triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how AskHandle 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 AskHandle 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 AskHandle 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 AskHandle
AskHandle is a versatile platform designed to streamline customer support and enhance communication between businesses and their clients. It offers a range of tools to manage inquiries, provide timely responses, and ensure customer satisfaction. With its user-friendly interface, businesses can efficiently handle customer queries and improve their overall support experience.
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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