Connect BoardCRM and Bolna to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Make a Phone Call
Get All Excecutions
List Voice AI Agents
List Phone Numbers
List Knowledgebases
List Providers
List Voices
Enable Integrations or automations with these events of BoardCRM and Bolna
Enable Integrations or automations with these events of BoardCRM and Bolna
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.
Make a Phone Call
Create outbound calls.
Get All Excecutions
Get all agent executions and their details.
List Voice AI Agents
Get a list of all Voice AI agents under your account.
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Frequently Asked Questions
To start, connect both your BoardCRM and Bolna accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Bolna (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Bolna. This includes choosing which data fields go into which fields of Bolna, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Bolna 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 Bolna. 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 Bolna
Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
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