Connect BoardCRM and Hedy AI to Build Intelligent Automations
Ready to use BoardCRM and Hedy AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
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.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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Frequently Asked Questions
To start, connect both your BoardCRM and Hedy AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Hedy AI (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Hedy AI. This includes choosing which data fields go into which fields of Hedy AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Hedy AI 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 Hedy AI. 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 Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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