Connect BoardCRM and seven to Build Intelligent Automations
Ready to use BoardCRM and seven automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
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Frequently Asked Questions
To start, connect both your BoardCRM and seven accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in seven (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in seven. This includes choosing which data fields go into which fields of seven, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and seven 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 seven. 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 seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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