Connect BoardCRM and Google Slides to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Presentation from template
Find Presentation in Google Slides
Get a thumbnail
Enable Integrations or automations with these events of BoardCRM and Google Slides
Enable Integrations or automations with these events of BoardCRM and Google Slides
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.
Create Presentation from template
Copy a Google Slides template to create a new presentation, replace any {{tag}} placeholders with provided values, and optionally save it to a specified Drive folder.
Find Presentation in Google Slides
Locate a Google Slides presentation by exact name and return its file details (ID, view link, export links, owner and permission info, thumbnail, size, and timestamps).
Get a thumbnail
Retrieve a slide's thumbnail image (content URL, width and height) in the selected size.
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Frequently Asked Questions
To start, connect both your BoardCRM and Google Slides accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Google Slides (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Google Slides. This includes choosing which data fields go into which fields of Google Slides, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Google Slides 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 Slides. 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 Slides
Google Slides is a powerful online presentation tool that allows users to create, edit, and collaborate on presentations in real-time. It offers a variety of templates, themes, and customization options to enhance your presentations, making it ideal for both personal and professional use.
Learn More
