Connect BoardCRM and Xperiencify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Student to a Course
Search Student
Update Student Info
Remove Student From Course
Remove Student From All Course
Add Tag to Student
Remove Tag From Student
Enable Integrations or automations with these events of BoardCRM and Xperiencify
Enable Integrations or automations with these events of BoardCRM and Xperiencify
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.
Add Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
Update Student Info
Update a student’s details using their email address.
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Frequently Asked Questions
To start, connect both your BoardCRM and Xperiencify accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Xperiencify (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Xperiencify. This includes choosing which data fields go into which fields of Xperiencify, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Xperiencify 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 Xperiencify. 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
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