Connect Chatrace and BoardCRM to Build Intelligent Automations
Enable Integrations or automations with these events of Chatrace and BoardCRM
Enable Integrations or automations with these events of Chatrace and BoardCRM
Actions
Create Custom Fields
Create's a custom fields
Create Contact
Create a contact.
Find Contact By Id
Retrieve a contact detail's by id.
Create Tag
create a tag.
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 Chatrace and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Chatrace 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 Chatrace 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 Chatrace 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 Chatrace
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
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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