Integrations BoardCRM Sigma Computing
BoardCRM + Sigma Computing

Connect BoardCRM and Sigma Computing to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Sigma Computing

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Sigma Computing

Enable Integrations or automations with these events of BoardCRM and Sigma Computing

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

List Account Types

List Account Types

Get all account types with their IDs, names, and descriptions.

Create team

Create team

Create a new team and optionally add a description, members, a team folder, and set visibility (public or private).

Create workbook

Create workbook

Create a new workbook in a folder and optionally set its owner and description.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Sigma Computing?

To start, connect both your BoardCRM and Sigma Computing accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Sigma Computing (or vice versa).

Can we customize how data from BoardCRM is recorded in Sigma Computing?

Absolutely. You can customize how BoardCRM data is recorded in Sigma Computing. This includes choosing which data fields go into which fields of Sigma Computing, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Sigma Computing?

The data sync between BoardCRM and Sigma Computing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Sigma Computing?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Sigma Computing?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Sigma Computing. 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.

BoardCRM

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.

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Sigma Computing

About Sigma Computing

Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.

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