Connect BoardCRM and Search and Save to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
- Request a new Action for Search and Save
Enable Integrations or automations with these events of BoardCRM and Search and Save
Enable Integrations or automations with these events of BoardCRM and Search and Save
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Search and Save 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 Search and Save. 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 Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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