Connect BoardCRM and PostHog to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Capture Event
List Users
List all Organizations
List all Project
List all Members
Create Project
Rename Project
Delete Project
Get all Cohorts
Get all Person in cohorts
Get All Events For Person
Add or Update Person Properties
Enable Integrations or automations with these events of BoardCRM and PostHog
Enable Integrations or automations with these events of BoardCRM and PostHog
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.
Capture Event
Record a user event in PostHog using a distinct user ID and optional properties.
List Users
Retrieve a paginated list of PostHog users, optionally filtered by email or staff status.
List all Organizations
List all organizations
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Frequently Asked Questions
To start, connect both your BoardCRM and PostHog accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in PostHog (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in PostHog. This includes choosing which data fields go into which fields of PostHog, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and PostHog 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 PostHog. 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 PostHog
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
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