Connect BoardCRM and Callyzer to Build Intelligent Automations
Ready to use BoardCRM and Callyzer automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger's when new event occurs.
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.
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Fetch Summary Report
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
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Frequently Asked Questions
To start, connect both your BoardCRM and Callyzer accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Callyzer (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Callyzer. This includes choosing which data fields go into which fields of Callyzer, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Callyzer 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 Callyzer. 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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
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