Connect BoardCRM and TheTexting to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send Text Message
Search Message
Search Rejected Messages
Enable Integrations or automations with these events of BoardCRM and TheTexting
Enable Integrations or automations with these events of BoardCRM and TheTexting
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.
Send Text Message
Send a text message to a phone number.
Search Message
Searches for a previously sent message using its message ID.
Search Rejected Messages
Search rejected messages by sent date and optional recipient number.
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Frequently Asked Questions
To start, connect both your BoardCRM and TheTexting accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in TheTexting (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in TheTexting. This includes choosing which data fields go into which fields of TheTexting, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and TheTexting 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 TheTexting. 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 TheTexting
TheTexting.com offers best SMS API services and SMS Gateway services for OTP text messages, notification texts, or even preferred for text marketing via own Text API based solution.
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