Connect BoardCRM and 50 agents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
create meeting bot
Create Work Item
Receive Data From Trigger
Ready to use BoardCRM and 50 agents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Work Item Is Created
Runs when work item is created
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.
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
Receive Data From Trigger
Receive data from trigger
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Frequently Asked Questions
To start, connect both your BoardCRM and 50 agents accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in 50 agents (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in 50 agents. This includes choosing which data fields go into which fields of 50 agents, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and 50 agents 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 50 agents. 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 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
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