Connect BoardCRM and 3Dsellers to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create product
Create Category
Enable Integrations or automations with these events of BoardCRM and 3Dsellers
Enable Integrations or automations with these events of BoardCRM and 3Dsellers
Actions
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.
Create product
Add a new product to your 3Dsellers store.
Create Category
Creates a new category.
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Frequently Asked Questions
To start, connect both your BoardCRM and 3Dsellers accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in 3Dsellers (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in 3Dsellers. This includes choosing which data fields go into which fields of 3Dsellers, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and 3Dsellers 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 BoardCRM and 3Dsellers. 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 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.
Learn MoreAbout 3Dsellers
3Dsellers is a comprehensive eCommerce platform designed to enhance your online selling experience. It offers a suite of tools to optimize listings, manage orders, and improve customer communication, making it an essential solution for online retailers.
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