Connect BoardCRM and FastSpring to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and FastSpring
Enable Integrations or automations with these events of BoardCRM and FastSpring
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.
Create an Account
Creates a new account object.
Search Account By Email
Searches for an account by email.
Get Product By path
Retrieves the details of an existing product with the given product_path.
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Frequently Asked Questions
To start, connect both your BoardCRM and FastSpring accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in FastSpring (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in FastSpring. This includes choosing which data fields go into which fields of FastSpring, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and FastSpring 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 FastSpring. 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 FastSpring
FastSpring is a comprehensive eCommerce platform designed to help businesses sell software, digital products, and services online. It offers a range of features including global payment processing, subscription management, and localized purchasing experiences to enhance customer satisfaction and streamline sales operations.
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