Connect BoardCRM and Pointagram to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Find Players
Create Player
Create or Find Player
Add Points
Update a Player
Enable Integrations or automations with these events of BoardCRM and Pointagram
Enable Integrations or automations with these events of BoardCRM and Pointagram
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.
Find Players
Looks up a player by matching either player name, player external id or email-address.
Create Player
Creates a new player.
Create or Find Player
Search for an existing player or create a new one if the player is not found.
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Frequently Asked Questions
To start, connect both your BoardCRM and Pointagram accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Pointagram (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Pointagram. This includes choosing which data fields go into which fields of Pointagram, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Pointagram 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 Pointagram. 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 Pointagram
Pointagram is a platform designed to gamify team activities and enhance engagement through point-based challenges and rewards. It allows teams to create competitions, track progress, and celebrate achievements, fostering a fun and motivating environment.
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