Connect BoardCRM and Emelia to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a campaign
Add contact to a campaign
Create a LinkedIn campaign
Add contact to a LinkedIn campaign
Create an advanced campaign
List campaigns
Add Contact to blacklist
Search Linkedin Campaign
Search advanced campaigns
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch advanced 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.
Create a campaign
Create a new campaign with targeted email lists and content setup.
Add contact to a campaign
Add a contact to a specific campaign for targeted outreach and engagement.
Create a LinkedIn campaign
The action "Create a LinkedIn campaign" initiates a new LinkedIn campaign via API.
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Frequently Asked Questions
To start, connect both your BoardCRM and Emelia accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Emelia (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Emelia. This includes choosing which data fields go into which fields of Emelia, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Emelia 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 Emelia. 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 Emelia
Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.
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