Connect BoardCRM and fuzey to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

fuzey

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and fuzey

Enable Integrations or automations with these events of BoardCRM and fuzey

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and fuzey?

To start, connect both your BoardCRM and fuzey accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in fuzey (or vice versa).

Can we customize how data from BoardCRM is recorded in fuzey?

Absolutely. You can customize how BoardCRM data is recorded in fuzey. This includes choosing which data fields go into which fields of fuzey, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and fuzey?

The data sync between BoardCRM and fuzey typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to fuzey?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and fuzey?

Yes, you can set conditional logic to control the flow of data between BoardCRM and fuzey. 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.

BoardCRM

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.

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fuzey

About fuzey

Fuzey is an all-in-one communication & lead management platform that automates workflows, streamlines customer engagement, and boosts productivity.

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