Connect BoardCRM and canto to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
- Request a new Action for canto
Enable Integrations or automations with these events of BoardCRM and canto
Enable Integrations or automations with these events of BoardCRM and canto
Actions
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and canto accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in canto (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in canto. This includes choosing which data fields go into which fields of canto, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and canto 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 canto. 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 canto
Canto is a Digital Asset Management Software that helps unleash your brand with a simple, yet powerful DAM system. Marketing teams across all industries use Canto to organize, secure and share visual brand assets with ease.
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