Connect BoardCRM and surveysensum to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
- Request a new Action for surveysensum
Enable Integrations or automations with these events of BoardCRM and surveysensum
Enable Integrations or automations with these events of BoardCRM and surveysensum
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and surveysensum accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in surveysensum (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in surveysensum. This includes choosing which data fields go into which fields of surveysensum, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and surveysensum 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 surveysensum. 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 surveysensum
SurveySensum offers an end to end Customer Experience Platform that measures and improves your CX metrics with CES, NPS, and CSAT surveys. It lets you gather customer feedback at all touchpoints and turn them into actionable insights. After receiving feedback it enables you to prioritize actions to improve products or services and proactively reduce churn and drive growth. Also, its Conversation Analysis platform allows you to discover new trends and insights with real-time text and sentiment analysis on qualitative voice of the customer data from sources like Chat bot conversations, app store reviews, social media etc and save hours of manual data processing with automated feedback tagging.
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