Connect BoardCRM and Diffbot to Build Intelligent Automations

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BoardCRM

When this happens...

Choose an Action

Diffbot

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Enable Integrations or automations with these events of BoardCRM and Diffbot

Enable Integrations or automations with these events of BoardCRM and Diffbot

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.

Enhance

Enhance

Enrich a organization record with partial data input (POST option).

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Diffbot?

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

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

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

How often does the data sync between BoardCRM and Diffbot?

The data sync between BoardCRM and Diffbot 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 Diffbot?

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 Diffbot?

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

About Diffbot

Diffbot is a powerful AI-driven data extraction and analysis platform that automates the process of gathering and structuring web data. It uses machine learning and computer vision to transform web pages into structured data, making it easier for businesses to access and utilize information from the web.

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