Connect BoardCRM and Google Contacts to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Contact
Add Contact to Group
Search Contact
Update Contact
Delete Contact
Update Group
Find or Create a Contact
Create Label
Add or Modify Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when a new contact is added to Google Contacts.
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.
Create Contact
Creates a new contact in Google Contacts.
Add Contact to Group
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search Contact
Search a contact in Google Contacts by name, email or phonenumber.
Know More About Boardcrm and Google Contacts Integrations
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Frequently Asked Questions
To start, connect both your BoardCRM and Google Contacts accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Google Contacts (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Google Contacts. This includes choosing which data fields go into which fields of Google Contacts, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Google Contacts 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 Google Contacts. 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 Google Contacts
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
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