Connect BoardCRM and Webpushr to Build Intelligent Automations

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BoardCRM

When this happens...

Choose an Action

Webpushr

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Enable Integrations or automations with these events of BoardCRM and Webpushr

Enable Integrations or automations with these events of BoardCRM and Webpushr

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.

Broadcast Push Notification

Broadcast Push Notification

Send a push notification to all subscribers with a title, message, and target URL. Optionally schedule delivery, include an icon or image, set expiry, and control auto-hide behavior.

Send Push to Segments

Send Push to Segments

Send a web-push notification to specified segments.

Send Targeted Push

Send Targeted Push

Send a web push notification to subscribers who match one or more custom attribute key-value pairs. Provide title, message, and target URL; optionally include campaign name, icon, send schedule, delivery expiry, and auto-hide behavior.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Webpushr?

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

Can we customize how data from BoardCRM is recorded in Webpushr?

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

How often does the data sync between BoardCRM and Webpushr?

The data sync between BoardCRM and Webpushr 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 Webpushr?

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 Webpushr?

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

About Webpushr

Webpushr is a leading platform for web push notifications, enabling businesses to engage with their audience through real-time updates and alerts directly on their devices. It offers a robust solution for increasing user engagement and retention by delivering personalized and timely notifications.

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