Connect BoardCRM and Keka to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Keka

Automatically do this!

Ready to use BoardCRM and Keka automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

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.

Deactivate Employee

Deactivate Employee

Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.

List leave types

List leave types

List all leave types in your Keka account.

List All Employee Salary Details

List All Employee Salary Details

Search Employee Salary Details by Employee Number

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Frequently Asked Questions

How do I start an integration between BoardCRM and Keka?

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

Can we customize how data from BoardCRM is recorded in Keka?

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

How often does the data sync between BoardCRM and Keka?

The data sync between BoardCRM and Keka 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 Keka?

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 Keka?

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

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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