Connect BoardCRM and Ecologi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get all Trees
Get CO2 avoided
Get all Impact
Purchase Trees
Purchase Carbon avoidance
Enable Integrations or automations with these events of BoardCRM and Ecologi
Enable Integrations or automations with these events of BoardCRM and Ecologi
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.
Get all Trees
Get total no of trees user has funded
Get CO2 avoided
Get total number of tonnes of emissions user has avoided
Get all Impact
Get total no of trees funded and total tonnes of CO2 avoided
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Frequently Asked Questions
To start, connect both your BoardCRM and Ecologi accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Ecologi (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Ecologi. This includes choosing which data fields go into which fields of Ecologi, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Ecologi 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 Ecologi. 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 Ecologi
Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.
Learn More
