Connect BoardCRM and Mailtrap to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get Contact Lists
Create Contact
Create Contact List
Delete Contact List
Delete a Contact
Update Contact
Delete a Contact Field
Enable Integrations or automations with these events of BoardCRM and Mailtrap
Enable Integrations or automations with these events of BoardCRM and Mailtrap
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.
Get Contact Lists
Allows you to get the list of your Lists and their IDs.
Create Contact
Creates a new contact.
Create Contact List
Creates a new Contact Lists.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and Mailtrap accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Mailtrap (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Mailtrap. This includes choosing which data fields go into which fields of Mailtrap, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Mailtrap 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 Mailtrap. 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 Mailtrap
Mailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.
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