Connect BoardCRM and Capgo to Build Intelligent Automations
Ready to use BoardCRM and Capgo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organizaition
Triggers when a new organization is created.
New App
Triggers when a new app is created.
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.
Update an Organization
Update an existing organization.
Create an Organization
Create a new organization.
Delete an Organization
Delete an existing organization.
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Frequently Asked Questions
To start, connect both your BoardCRM and Capgo accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Capgo (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Capgo. This includes choosing which data fields go into which fields of Capgo, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Capgo 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 Capgo. 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 Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
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