Connect BoardCRM and Cal.com to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List Attendees
List Booking References
List All Event Types
List All Schedules
List Teams
List Webhooks
Ready to use BoardCRM and Cal.com automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Runs when booking created
Booking Reschedules
Runs when booking reschedules
Booking Is Cancelled
Runs when booking is cancelled
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.
List Attendees
Get attendees for a booking
List Booking References
List all booking references
List All Event Types
Retrieve all event types
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Frequently Asked Questions
To start, connect both your BoardCRM and Cal.com accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Cal.com (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Cal.com. This includes choosing which data fields go into which fields of Cal.com, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Cal.com 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 Cal.com. 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 Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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