Connect BoardCRM and SocialKit to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and SocialKit
Enable Integrations or automations with these events of BoardCRM and SocialKit
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.
Get YouTube Details
Returns a video's title, channel info, views, likes, and comment count for a given YouTube URL.
Get YouTube Summary
Generate a concise summary of the video's content from a provided YouTube URL.
Get YouTube Comments
Retrieve up to the specified number of top comments from a YouTube video URL.
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Frequently Asked Questions
To start, connect both your BoardCRM and SocialKit accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SocialKit (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SocialKit. This includes choosing which data fields go into which fields of SocialKit, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SocialKit 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 SocialKit. 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 SocialKit
SocialKit is a comprehensive platform designed to enhance your social media management and marketing efforts. With tools for scheduling, analytics, and content creation, it streamlines your social media strategy and boosts engagement.
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