Integrations BoardCRM Review Generation Inc.
BoardCRM + Review Generation Inc.

Connect BoardCRM and Review Generation Inc. to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Review Generation Inc.

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Enable Integrations or automations with these events of BoardCRM and Review Generation Inc.

Enable Integrations or automations with these events of BoardCRM and Review Generation Inc.

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Review Generation Inc.?

To start, connect both your BoardCRM and Review Generation Inc. accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Review Generation Inc. (or vice versa).

Can we customize how data from BoardCRM is recorded in Review Generation Inc.?

Absolutely. You can customize how BoardCRM data is recorded in Review Generation Inc.. This includes choosing which data fields go into which fields of Review Generation Inc., setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Review Generation Inc.?

The data sync between BoardCRM and Review Generation Inc. typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Review Generation Inc.?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Review Generation Inc.?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Review Generation Inc.. 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.

BoardCRM

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.

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Review Generation Inc.

About Review Generation Inc.

Review Generation Inc. is a CRM that allows you to send review requests to your customers via SMS and Email to keep your company's online reputation healthy.

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