Connect BoardCRM and Vetrina Live to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Vetrina Live

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Vetrina Live

Enable Integrations or automations with these events of BoardCRM and Vetrina Live

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Vetrina Live?

To start, connect both your BoardCRM and Vetrina Live accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Vetrina Live (or vice versa).

Can we customize how data from BoardCRM is recorded in Vetrina Live?

Absolutely. You can customize how BoardCRM data is recorded in Vetrina Live. This includes choosing which data fields go into which fields of Vetrina Live, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Vetrina Live?

The data sync between BoardCRM and Vetrina Live typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Vetrina Live?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Vetrina Live?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Vetrina Live. 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.

BoardCRM

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.

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Vetrina Live

About Vetrina Live

Vetrina Live is an e-commerce platform that allows you to easily create your online store and sell online.

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