Connect BoardCRM and cobiro to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

cobiro

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and cobiro

Enable Integrations or automations with these events of BoardCRM and cobiro

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and cobiro?

To start, connect both your BoardCRM and cobiro accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in cobiro (or vice versa).

Can we customize how data from BoardCRM is recorded in cobiro?

Absolutely. You can customize how BoardCRM data is recorded in cobiro. This includes choosing which data fields go into which fields of cobiro, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and cobiro?

The data sync between BoardCRM and cobiro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to cobiro?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and cobiro?

Yes, you can set conditional logic to control the flow of data between BoardCRM and cobiro. 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.

BoardCRM

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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cobiro

About cobiro

Cobiro is a platform which provides all the e-commerce and marketing tools you need to build and grow your business online.

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