Connect BoardCRM and Maildrip to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Campaign
Get All Campaign
Get a Campaign Details
Create a New Contact
Get All Groups
Add a New Recipient
Get a Recipient Details
Create an Instant Email
Create a New Opt-in page
Unpublish an Opt-in Page
Ready to use BoardCRM and Maildrip automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Group
Triggers when a new contact group 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 Campaign
create a new campaign in maildrip.
Get All Campaign
Get all campaign from maildrip.
Get a Campaign Details
Get a specific campaign details.
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Frequently Asked Questions
To start, connect both your BoardCRM and Maildrip accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Maildrip (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Maildrip. This includes choosing which data fields go into which fields of Maildrip, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Maildrip 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 Maildrip. 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 Maildrip
Maildrip is an intuitive email marketing and automation platform designed to streamline communication with customers. It allows businesses to create personalized, automated email campaigns based on user behavior, driving better engagement and conversions. With powerful segmentation, detailed analytics, and easy-to-use email templates, Maildrip helps businesses effectively manage their email marketing efforts, saving time while enhancing customer experience. The platform integrates seamlessly with various apps and services, offering a complete solution for targeted, data-driven marketing.
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