Connect BoardCRM and Flokzu to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get User Role
Enable Integrations or automations with these events of BoardCRM and Flokzu
Enable Integrations or automations with these events of BoardCRM and Flokzu
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 User Role
Get User Role
Explore more automations built by businesses and experts
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and Flokzu accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Flokzu (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Flokzu. This includes choosing which data fields go into which fields of Flokzu, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Flokzu 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 Flokzu. 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 Flokzu
Flokzu is a cloud-based workflow automation software that allows businesses to design, run, and optimize their processes without the need for coding. It provides a platform for creating custom workflows, automating repetitive tasks, and improving team collaboration. With Flokzu, organizations can streamline their operations, enhance productivity, and ensure compliance with business rules.
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