Connect BoardCRM and Twilio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send SMS
Create Phone Call
Create Message
Get A Message
Delete a Message
Get Call Details
Delete Call
Delete Execution
Get Execution Details
Update an Execution
Create Execution
List Flow Executions
Send WhatsApp Message
Ready to use BoardCRM and Twilio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when new message arrives
New Phone Number Is Added
Runs when new phone number is added
New Alert Appears
Runs when new alert appears
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.
Send SMS
Sends an SMS to a phone number.
Create Phone Call
Creates a phone call to a specified number.
Create Message
Sends a message from your phone number and can include media or a specific channel.
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Frequently Asked Questions
To start, connect both your BoardCRM and Twilio accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Twilio (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Twilio. This includes choosing which data fields go into which fields of Twilio, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Twilio 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 Twilio. 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 Twilio
Twilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
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