Connect BoardCRM and SerwerSMS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Phone Number to Blacklist
Add Contact
Send SMS
Ready to use BoardCRM and SerwerSMS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Received
Triggers when a new message is received.
New Message Sent
Triggers when a new message is sent.
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.
Add Phone Number to Blacklist
Add a phone number to the blacklist to prevent it from receiving SMS.
Add Contact
Add a new contact.
Send SMS
Send message SMS.
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Frequently Asked Questions
To start, connect both your BoardCRM and SerwerSMS accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SerwerSMS (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SerwerSMS. This includes choosing which data fields go into which fields of SerwerSMS, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SerwerSMS 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 SerwerSMS. 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 SerwerSMS
SerwerSMS is a comprehensive platform for managing SMS communication, offering tools for sending bulk messages, notifications, and marketing campaigns. It is designed to enhance customer engagement and streamline communication processes.
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