Connect BoardCRM and Beeminder to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Beeminder
Enable Integrations or automations with these events of BoardCRM and Beeminder
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.
List Archived Goals
Same as “List All Goals,” but returns goals you’ve archived.
Get a Single Goal
Fetch all details for one goal. Include &datapoints=true to get its full datapoint history.
Get Goal Datapoints
Returns datapoints (entries) logged under a goal.
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Frequently Asked Questions
To start, connect both your BoardCRM and Beeminder accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Beeminder (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Beeminder. This includes choosing which data fields go into which fields of Beeminder, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Beeminder 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 Beeminder. 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 Beeminder
Beeminder is a goal-tracking tool that helps you stay accountable and motivated by visualizing your progress and setting up financial stakes for your goals. Whether you're looking to build a new habit, lose weight, or complete a project, Beeminder keeps you on track by integrating with various apps and services.
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