Connect BoardCRM and MailerCheck to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

MailerCheck

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and MailerCheck

Enable Integrations or automations with these events of BoardCRM and MailerCheck

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.

Verify an Email Address

Verify an Email Address

Filter out bad emails with typos, errors, catch-all domains, and more.

Check Email Verification Async

Check Email Verification Async

Check a single email and receive the result asynchronously to avoid delays and timeouts.

Create List

Create List

Create a list with the specified name and emails.

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Frequently Asked Questions

How do I start an integration between BoardCRM and MailerCheck?

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

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

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

How often does the data sync between BoardCRM and MailerCheck?

The data sync between BoardCRM and MailerCheck 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 MailerCheck?

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 MailerCheck?

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

About MailerCheck

MailerCheck is an easy-to-use email and campaign analysis tool. Anyone using an email service provider can keep their email lists clean and their campaigns deliverable.

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