Connect BoardCRM and Inmobalia CRM to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Inmobalia CRM
Enable Integrations or automations with these events of BoardCRM and Inmobalia CRM
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and Inmobalia CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Inmobalia CRM (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Inmobalia CRM. This includes choosing which data fields go into which fields of Inmobalia CRM, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Inmobalia CRM 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 Inmobalia CRM. 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.
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About Inmobalia CRM
Inmobalia CRM is the online real estate software and secure property MLS network servicing the most recognized real estate agencies on the Costa del Sol, probably one of the most competitive real estate markets in Spain and the whole Europe
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