Connect BoardCRM and dg1 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 dg1
Enable Integrations or automations with these events of BoardCRM and dg1
Enable Integrations or automations with these events of BoardCRM and dg1
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 dg1 accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in dg1 (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in dg1. This includes choosing which data fields go into which fields of dg1, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and dg1 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 dg1. 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 dg1
DG1 is an all-in-one E-Business suite with enterprise-level capabilities for small and medium-sized businesses. It is affordably delivered through the cloud as a SaaS.
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