Connect BoardCRM and klicktipp to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and klicktipp
Enable Integrations or automations with these events of BoardCRM and klicktipp
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 klicktipp accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in klicktipp (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in klicktipp. This includes choosing which data fields go into which fields of klicktipp, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and klicktipp 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 klicktipp. 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 klicktipp
KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.
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