Connect BoardCRM and NetHunt CRM to Build Intelligent Automations

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BoardCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Trigger when a new record created.

New Comment

New Comment

Trigger when new comment is created.

New Call Logs

New Call Logs

Trigger when new call logs created.

Updated Record

Updated Record

Trigger when record updated.

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

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.

Create Record

Create Record

Create a new record

Update Record

Update Record

Update a record

Delete Record

Delete Record

Delete a record

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Frequently Asked Questions

How do I start an integration between BoardCRM and NetHunt CRM?

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

Can we customize how data from BoardCRM is recorded in NetHunt CRM?

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

How often does the data sync between BoardCRM and NetHunt CRM?

The data sync between BoardCRM and NetHunt CRM 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 NetHunt CRM?

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 NetHunt CRM?

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

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

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