Connect BoardCRM and act-on to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and act-on
Enable Integrations or automations with these events of BoardCRM and act-on
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and act-on accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in act-on (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in act-on. This includes choosing which data fields go into which fields of act-on, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and act-on 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 act-on. 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.
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About act-on
Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
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