Connect BoardCRM and Medium to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Medium

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Medium

Enable Integrations or automations with these events of BoardCRM and Medium

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

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between BoardCRM and Medium?

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

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

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

How often does the data sync between BoardCRM and Medium?

The data sync between BoardCRM and Medium 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 Medium?

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 Medium?

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

Learn More
Medium

About Medium

Medium is an online publishing platform where people can share their ideas, stories, and insights with a wide audience. It offers a space for writers, bloggers, and thought leaders to publish content on a variety of topics, ranging from personal experiences to professional advice.

Learn More