Integrate BoardCrm with your favorite apps
Easily connect BoardCrm with the apps you use every day. Pick from thousands of available BoardCrm integrations or customize
new ones through our automation platform.
Available Events and Actions
Enable Integrations or automations with these events of BoardCrm
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your BoardCrm integrations.
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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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
How to get started with BoardCrm automations
Automate when something happens in BoardCrm
Login -> Create new flow -> Select trigger -> Search BoardCrm -> Choose the trigger from the list
Take action in BoardCrm when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search BoardCrm -> Choose the action from the list
Trigger
Action
Real-world use cases of BoardCrm integrations
See how BoardCrm integrates with popular apps to automate tasks and streamline your workflow.
- Integrate boardcrm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and boardcrm databases.
- Integrate boardcrm with MySQL to automatically sync records, facilitating seamless data exchange between boardcrm and your SQL databases.
Know More About Boardcrm Integrations
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Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About 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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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