Connect ContentStudio and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use ContentStudio and BoardCRM automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created in ContentStudio.
Do thisActions
Action is the task that follows automatically within your ContentStudio integrations.
Create Social Post
Creates a new post in the selected workflow/workspace.
Delete a Post
Permanently deletes the specified post from the selected workspace.
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.
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Frequently Asked Questions
To start, connect both your ContentStudio and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ContentStudio triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how ContentStudio 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 ContentStudio 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 ContentStudio 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 ContentStudio
Save time by discovering, managing, and publishing content to all your social media accounts from one place. ContentStudio helps you automate content workflows, schedule posts, and stay updated with trending topics in your industry — all seamlessly integrated through ViaSocket.
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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