Connect BoardCRM and Track-POD to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Track-POD
Enable Integrations or automations with these events of BoardCRM and Track-POD
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 Order
Create a new order.
Delete Order
Delete an order until Arrived.
Update Order
Update an existing order.
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Frequently Asked Questions
To start, connect both your BoardCRM and Track-POD accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Track-POD (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Track-POD. This includes choosing which data fields go into which fields of Track-POD, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Track-POD 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 Track-POD. 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 Track-POD
Track-POD is a delivery management software that helps businesses streamline their delivery operations, track shipments in real-time, and ensure proof of delivery. It offers features like route optimization, electronic signatures, and real-time tracking to enhance delivery efficiency and customer satisfaction.
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