Connect CallHippo and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Log Activity
New SMS Activity
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use CallHippo and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Log Activity
Triggers when there's a new call.
New SMS Activity
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
Do thisActions
Action is the task that follows automatically within your CallHippo integrations.
Get All Users
Get all users in the account
Create a Contact
Create a new contact.
List All Campaign
List all the campaign in the account.
Send SMS
Send SMS through CallHippo
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.
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Frequently Asked Questions
To start, connect both your CallHippo and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how CallHippo data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between CallHippo and BoardCRM 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 CallHippo and BoardCRM. 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 CallHippo
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
Learn MoreAbout 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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