Connect BoardCRM and Webex Interact to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Contact List
List Senders
Delete Contact List
Create Short Link
Enable Integrations or automations with these events of BoardCRM and Webex Interact
Enable Integrations or automations with these events of BoardCRM and Webex Interact
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 Contact List
Create a contact list to organize recipients for campaigns.
List Senders
Retrieve the senders available in your account (supports pagination).
Delete Contact List
Delete a contact list.
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Frequently Asked Questions
To start, connect both your BoardCRM and Webex Interact accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Webex Interact (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Webex Interact. This includes choosing which data fields go into which fields of Webex Interact, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Webex Interact 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 Webex Interact. 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 Webex Interact
Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.
Learn More
