Connect BoardCRM and PieMatrix Pie to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
- Request a new Action for PieMatrix Pie
Enable Integrations or automations with these events of BoardCRM and PieMatrix Pie
Enable Integrations or automations with these events of BoardCRM and PieMatrix Pie
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and PieMatrix Pie accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in PieMatrix Pie (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in PieMatrix Pie. This includes choosing which data fields go into which fields of PieMatrix Pie, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and PieMatrix Pie 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 PieMatrix Pie. 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 PieMatrix Pie
Pie is a visual process and project management web application that combines agile with waterfall and made for repeatable project processes. Pie is designed for improving end-project results with team collaboration.
Learn More
