Connect BoardCRM and SMSFactor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send SMS
Retrieve Message History
Create SMS List
Create SMS Template
Create Account
Enable Integrations or automations with these events of BoardCRM and SMSFactor
Enable Integrations or automations with these events of BoardCRM and SMSFactor
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.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
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Frequently Asked Questions
To start, connect both your BoardCRM and SMSFactor accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SMSFactor (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SMSFactor. This includes choosing which data fields go into which fields of SMSFactor, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SMSFactor 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 SMSFactor. 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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