Connect BoardCRM and Lark to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Lark

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Lark

Enable Integrations or automations with these events of BoardCRM and Lark

Actions

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.

Create Lark Sheet

Create Lark Sheet

Create a new Sheet in Lark

Search a Group Chat in Lark

Search a Group Chat in Lark

Searches for a Lark Group Chat that users or bot are in by name

Search a Lark Base

Search a Lark Base

Search for a Lark Base by name or keyword

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Frequently Asked Questions

How do I start an integration between BoardCRM and Lark?

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

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

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

How often does the data sync between BoardCRM and Lark?

The data sync between BoardCRM and Lark 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 Lark?

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 Lark?

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

About Lark

Lark is a next-generation office suite that integrates messaging, video conferencing, schedule management, collaborative documents, and more into a single platform, designed to enhance productivity and streamline communication for teams.

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