Connect BoardCRM and Bubble to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Thing
Triggers when a new thing is created in your Bubble app.
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 Thing
Creates a new thing in your Bubble app.
Find all Things
Find all Things
Retrieve Record by ID
Retrieve Record by ID
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Frequently Asked Questions
To start, connect both your BoardCRM and Bubble accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Bubble (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Bubble. This includes choosing which data fields go into which fields of Bubble, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Bubble 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 Bubble. 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 Bubble
Bubble is a powerful visual programming platform that allows users to build web applications without needing to write code. It provides a comprehensive set of tools to design, develop, and launch fully functional web apps, making it accessible for both technical and non-technical users. With Bubble, you can create anything from simple prototypes to complex platforms, all through an intuitive drag-and-drop interface.
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