Connect BoardCRM and Google Meet to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Google Meet

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting

New Meeting

Trigger when a new meeting is created.

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

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.

List All Attendees

List All Attendees

Get All Attendees for Google Meet.

Schedule a Meeting

Schedule a Meeting

schedules a video conference meeting.

Add Attendees to Meeting

Add Attendees to Meeting

updating the existing calendar event’s attendees list by adding new emails.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Google Meet?

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

Can we customize how data from BoardCRM is recorded in Google Meet?

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

How often does the data sync between BoardCRM and Google Meet?

The data sync between BoardCRM and Google Meet 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 Google Meet?

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 Google Meet?

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

About Google Meet

Google Meet is a video conferencing app. Using your browser, share your video, desktop, and presentations with teammates and customers.

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