Connect BoardCRM and Retell AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get an Agent
Create a Phone Number
Make a Phone Call
Get a Call
Get a Phone Number
Get a Voice
Get a Retell LLM
Enable Integrations or automations with these events of BoardCRM and Retell AI
Enable Integrations or automations with these events of BoardCRM and Retell AI
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 an Agent
Retrieve details of a specific agent.
Create a Phone Number
Buys a new phone number and binds agents.
Make a Phone Call
Create a new outbound phone call
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Frequently Asked Questions
To start, connect both your BoardCRM and Retell AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Retell AI (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Retell AI. This includes choosing which data fields go into which fields of Retell AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Retell AI 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 Retell AI. 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 Retell AI
Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.
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