Integrations BoardCRM Magento Commerce
BoardCRM + Magento Commerce

Connect BoardCRM and Magento Commerce to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Magento Commerce

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Magento Commerce

Enable Integrations or automations with these events of BoardCRM and Magento Commerce

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.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Magento Commerce?

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

Can we customize how data from BoardCRM is recorded in Magento Commerce?

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

How often does the data sync between BoardCRM and Magento Commerce?

The data sync between BoardCRM and Magento Commerce 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 Magento Commerce?

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 Magento Commerce?

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

About Magento Commerce

Magento Commerce is a leading eCommerce platform that provides businesses with a flexible and scalable solution to create and manage online stores. It offers a wide range of features including product management, order processing, customer management, and marketing tools, making it ideal for businesses looking to enhance their online retail presence.

Learn More