Connect BoardCRM and Userback to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List Feedback
List Projects
Create a Feedback
List Comments
List Members
List SessionRecordings
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Feedback
Triggered when a new feedback is submitted in Userback.
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.
List Feedback
List of feedback
List Projects
List Available Projects
Create a Feedback
Creates a new feedback entry in Userback.
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Frequently Asked Questions
To start, connect both your BoardCRM and Userback accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Userback (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Userback. This includes choosing which data fields go into which fields of Userback, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Userback 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 Userback. 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 Userback
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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