Connect BoardCRM and LeadConnector
Integrate BoardCRM with LeadConnector to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoardCRM + LeadConnector flows
Start from a real workflow other teams are already running.
Choose a trigger
BoardCRM
When this happens...
- Request a new Trigger for BoardCRM
Choose an action
LeadConnector
Automatically do this!
Create Task
Add/Remove Tags to Contact
Update Task
Search Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Create Calendar
Create Appointment
Add or Remove Contact from Workflow
Add Note to Contact
Create Or Update Contact
Create Block Slot
Get All Calendars
Get Calendar Groups
Get Available Slots
Get All Services
Update Calendar
Find Available Slots
Add Note to Appointment
Get Appointment Notes
Update Appointment
Update Block Slot
Delete Calendar Event
Supported Triggers & Actions
Everything you can automate between BoardCRM and LeadConnector.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created.
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.
Create Task
Create a task for a contact.
Add/Remove Tags to Contact
Add or remove one or more tags to a specific contact in LeadConnector (GoHighLevel). Supports searching the contact by email or phone and handles both add and remove operations.
Update Task
Update an existing task's title, details, due date, assignee, or completion status.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating BoardCRM and LeadConnector free
No credit card required. Set up your first workflow in minutes.
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 moreSimilar apps
About LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and LeadConnector accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and LeadConnector as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach LeadConnector. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in LeadConnector, and a separate workflow where LeadConnector triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and LeadConnector. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and LeadConnector integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
