Connect BoardCRM and Facebook Messenger to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send Message from Page
Send Receipt Template
Set Messenger Welcome Screen
Set Ice Breakers
Set Persistent Menu
Set Sender Actions
Send Generic Template
Get User Details
Get Messenger Profile Fields Details
Delete Messenger Profile Fields
Ready to use BoardCRM and Facebook Messenger automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Page Message
Runs when new page message
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.
Send Message from Page
Sends a message to a user from a page.
Send Receipt Template
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Set Messenger Welcome Screen
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
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Frequently Asked Questions
To start, connect both your BoardCRM and Facebook Messenger accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Facebook Messenger (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Facebook Messenger. This includes choosing which data fields go into which fields of Facebook Messenger, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Facebook Messenger 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 Facebook Messenger. 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 Facebook Messenger
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
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