Connect BoardCRM and Genny to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Genny

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Genny

Enable Integrations or automations with these events of BoardCRM and Genny

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.

Get team billing information

Get team billing information

Get team billing information.

Retrieve speakers

Retrieve speakers

Retrieve all speakers.

Sync TTS

Sync TTS

Sync TTS, Has a timeout of 90 seconds.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Genny?

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

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

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

How often does the data sync between BoardCRM and Genny?

The data sync between BoardCRM and Genny 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 Genny?

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 Genny?

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

About Genny

Genny is an advanced AI-powered text-to-speech and voiceover platform that allows users to create realistic and natural-sounding voiceovers for various applications. With a wide range of voices and languages, Genny is perfect for content creators, marketers, and businesses looking to enhance their audio content with high-quality voiceovers.

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