Connect BoardCRM and Rows to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Row
Create table
Delete table
Rename Table
Create Spreadsheet Page
Delete Spreadsheet Page
Rename Spreadsheet
Get values from range
Enable Integrations or automations with these events of BoardCRM and Rows
Enable Integrations or automations with these events of BoardCRM and Rows
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.
Add Row
Add a new row to the selected table using the values you provide.
Create table
Create a new table with the given name on the chosen page of your spreadsheet.
Delete table
Deletes the selected table from the chosen spreadsheet.
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Frequently Asked Questions
To start, connect both your BoardCRM and Rows accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Rows (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Rows. This includes choosing which data fields go into which fields of Rows, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Rows 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 Rows. 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 Rows
Rows is a powerful online spreadsheet tool designed to enhance productivity and collaboration. It offers advanced features for data analysis, automation, and integration with various apps and services.
Learn More
