Connect BoardCRM and Zagomail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Subscriber
Update a Subscriber
Find or Create a Subscriber
Delete Subscriber
Unsubscribe Subscriber
Ready to use BoardCRM and Zagomail automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Unsubscribe
Triggers when subscriber unsubscribe from the list.
New Subscriber
Triggers when a new subscriber is added to the list.
New Subscriber Added
Triggers when a new subscriber is added in specified list.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
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 a Subscriber
Adds a new subscriber to a specified mailing list.
Update a Subscriber
Update an existing subscriber.
Find or Create a Subscriber
Search subscriber by email in specified list. Optionally, create a subscriber if none are found.
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Frequently Asked Questions
To start, connect both your BoardCRM and Zagomail accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Zagomail (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Zagomail. This includes choosing which data fields go into which fields of Zagomail, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Zagomail 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 Zagomail. 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 Zagomail
Zagomail is an email marketing platform designed to help businesses create, send, and track email campaigns effectively. It offers a range of features including customizable templates, automation tools, and analytics to optimize email marketing strategies.
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