Connect BoardCRM and Drip to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Tag to Subscriber
Remove Tag From Subscriber
Subscribe to Campaign
Trigger Event
Ready to use BoardCRM and Drip automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
Update Custom Field
Triggers when a subscriber custom field is updated.
Complete Campaign
Triggers when a subscriber completes a campaign.
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.
Add Tag to Subscriber
Adds a tag to a subscriber.
Remove Tag From Subscriber
Removes a tag from a subscriber.
Subscribe to Campaign
Subscribes someone to a campaign.
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Frequently Asked Questions
To start, connect both your BoardCRM and Drip accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Drip (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Drip. This includes choosing which data fields go into which fields of Drip, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Drip 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 Drip. 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 Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
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