Connect BoardCRM and Looker Studio to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Looker Studio
Enable Integrations or automations with these events of BoardCRM and Looker Studio
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.
Search Asset
Search a user's Looker Studio assets.
List Asset Permissions
Retrieves a list of permissions for a given Looker Studio asset.
Add members to Looker Studio asset
Give one or more people, groups, or domains a Viewer, Editor, Owner, or link role on a Looker Studio asset.
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Frequently Asked Questions
To start, connect both your BoardCRM and Looker Studio accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Looker Studio (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Looker Studio. This includes choosing which data fields go into which fields of Looker Studio, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Looker Studio 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 Looker Studio. 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.
Learn MoreAbout Looker Studio
Looker is a powerful business intelligence and data analytics platform that helps organizations explore, analyze, and share real-time business insights. It provides a user-friendly interface for creating data-driven reports and dashboards, enabling data teams to collaborate effectively and make informed decisions.
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