Connect BoardCRM and Boond to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Boond

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Boond

Enable Integrations or automations with these events of BoardCRM and Boond

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Boond?

To start, connect both your BoardCRM and Boond accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Boond (or vice versa).

Can we customize how data from BoardCRM is recorded in Boond?

Absolutely. You can customize how BoardCRM data is recorded in Boond. This includes choosing which data fields go into which fields of Boond, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Boond?

The data sync between BoardCRM and Boond typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Boond?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Boond?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Boond. 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.

BoardCRM

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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Boond

About Boond

BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!

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