Connect BoardCRM and SuperPhone to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Contact
Add Custom Contribution
Send Message
Update a Contact
Find a Contact
Ready to use BoardCRM and SuperPhone automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in SuperPhone.
Contact Updated
Triggers when a specific contact is updated.
Contact Tags Changed
Triggers when a contact tags is changed in SuperPhone.
Message Sent
Triggers when a new message is sent in SuperPhone.
Message Status Updated
Triggers when a specific message 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.
Create a Contact
Creates a new contact in SuperPhone.
Add Custom Contribution
Add a custom contribution to a SuperPhone contact.
Send Message
Sends a message to your contact with optional files.
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Frequently Asked Questions
To start, connect both your BoardCRM and SuperPhone accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SuperPhone (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SuperPhone. This includes choosing which data fields go into which fields of SuperPhone, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SuperPhone 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 SuperPhone. 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 SuperPhone
SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.
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