Connect BoardCRM and StoreHippo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Enquiry
Add Product
Add User
Ready to use BoardCRM and StoreHippo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Trigger when new product is created.
New User Enquiry
Trigger when a new user enquiry.
New User
Trigger when new user is created.
New Order
Triggers when there's a new order.
User Updated
Trigger when user is updated.
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 Enquiry
Creates a new enquiry in store-hippo system
Add Product
Adds a new product in storehippo system
Add User
Add a new User in Storehippo system
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Frequently Asked Questions
To start, connect both your BoardCRM and StoreHippo accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in StoreHippo (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in StoreHippo. This includes choosing which data fields go into which fields of StoreHippo, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and StoreHippo 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 StoreHippo. 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 StoreHippo
StoreHippo is a comprehensive e-commerce platform designed to help businesses create, manage, and scale their online stores with ease. It offers a wide range of features including customizable themes, mobile-ready designs, multi-currency support, and integrated marketing tools.
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