Connect BoardCRM and CallHub
Integrate BoardCRM with CallHub to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoardCRM + CallHub flows
Start from a real workflow other teams are already running.
Add Comment in Boardcrm when Agent Activates Account in CallHub
Use this flowUpdateLead in BoardCrm when Agent Activates Account in CallHub
Use this flowCreate Deal in Boardcrm when Agent Activates Account in CallHub
Use this flowAdd Comment in Boardcrm when New Note Added in CallHub
Use this flowUpdateLead in BoardCrm when New Note Added in CallHub
Use this flowCreate Deal in Boardcrm when New Note Added in CallHub
Use this flowAdd Comment in Boardcrm when New Text Message Received in CallHub
Use this flowUpdateLead in BoardCrm when New Text Message Received in CallHub
Use this flowCreate Deal in Boardcrm when New Text Message Received in CallHub
Use this flowAdd Comment in Boardcrm when Transfer Digit Pressed in CallHub
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and CallHub.
When this happensTriggers
A trigger is an event that starts a workflow.
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
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 Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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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About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and CallHub accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and CallHub as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CallHub. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in CallHub, and a separate workflow where CallHub triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and CallHub. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and CallHub integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
