Connect BoardCRM and vookmark to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and vookmark
Enable Integrations or automations with these events of BoardCRM and vookmark
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and vookmark accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in vookmark (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in vookmark. This includes choosing which data fields go into which fields of vookmark, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and vookmark 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 vookmark. 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.
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About vookmark
Vookmark is the easiest to bookmark videos across the web and mobile and watch it later on your browser, Apple TV, iOS or Android devices.
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