Connect BoardCRM and Teamtailor to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Teamtailor
Enable Integrations or automations with these events of BoardCRM and Teamtailor
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.
Create Note
Creates a new note on a candidate.
Update Candidate
Updates an already existing candidate.
Update Job
Updates an already existing candidate.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and Teamtailor accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Teamtailor (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Teamtailor. This includes choosing which data fields go into which fields of Teamtailor, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Teamtailor 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 Teamtailor. 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 Teamtailor
Teamtailor is a recruitment and employer branding ATS (Applicant Tracking System) designed to assist teams of all sizes to attract and hire talent efficiently and effectively. The platform integrates various capabilities such as job posting, applicant tracking, and candidate communication.
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