Connect BoardCRM and Datafiniti to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Search Businesses
Extract data from URL
Enable Integrations or automations with these events of BoardCRM and Datafiniti
Enable Integrations or automations with these events of BoardCRM and Datafiniti
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.
Search Businesses
Search businesses by name and retrieve business data (JSON or CSV). Optionally download results and limit the number of records.
Extract data from URL
Extract structured product and page details (images, categories, identifiers) from a webpage URL.
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and Datafiniti accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Datafiniti (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Datafiniti. This includes choosing which data fields go into which fields of Datafiniti, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Datafiniti 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 Datafiniti. 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 Datafiniti
Datafiniti is a comprehensive data platform that provides access to a wide range of web data, enabling businesses to gather insights and make informed decisions. With its robust data collection and processing capabilities, Datafiniti helps users streamline their data acquisition processes.
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