Connect BoardCRM and Raven Tools to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Raven Tools
Enable Integrations or automations with these events of BoardCRM and Raven Tools
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.
Get Keywords
Get all keywords associate with the domain.
Create Keyword
Create keyword in the specific domain.
Get Links
Get all links associate with the domain.
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Frequently Asked Questions
To start, connect both your BoardCRM and Raven Tools accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Raven Tools (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Raven Tools. This includes choosing which data fields go into which fields of Raven Tools, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Raven Tools 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 Raven Tools. 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 Raven Tools
Raven Tools is a comprehensive digital marketing platform designed to help businesses and marketers streamline their SEO, social media, and PPC campaigns. It offers a suite of tools for keyword research, backlink analysis, rank tracking, and reporting, making it an essential resource for optimizing online marketing strategies.
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