Connect BoardCRM and SendFox to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Unsubscribe Contact
Create Contact
Create a List
Remove Contact From a List
Get Campaign Details
List Campaigns
List Contacts
Find Contact
Ready to use BoardCRM and SendFox automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Unsubscribe
Triggered when a new contact is unsubscribed.
New Contact Added
Runs when a new contact is added to your SendFox account.
New Campaign Created
Runs when a new campaign is created in SendFox.
New List Created
Runs when a new mailing list is created in SendFox
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
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.
Unsubscribe Contact
Unsubscribes a contact from your SendFox email list.
Create Contact
Creates a new contact in your SendFox account.
Create a List
Creates a new list
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Frequently Asked Questions
To start, connect both your BoardCRM and SendFox accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SendFox (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SendFox. This includes choosing which data fields go into which fields of SendFox, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SendFox 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 SendFox. 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 SendFox
SendFox is an email marketing tool designed for content creators that combines automation and customization to help manage email lists and create engaging emails.
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