Connect Dromo and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Dromo
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Dromo and BoardCRM
Enable Integrations or automations with these events of Dromo and BoardCRM
Actions
Get All Uploads
Fetch all the uploaded data.
List Import Schemas
List all the import schemas.
Get Import Schema
Retrieve a selected import schema
Delete an import schema
Remove the import schema.
Create Schema
Creates a new schema.
Add Comment
Add a comment to a specified deal in BoardCrm.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Dromo and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Dromo triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Dromo 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 Dromo 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 Dromo 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 Dromo
Dromo is a powerful data import platform designed to simplify and streamline the process of importing data into applications. It offers a user-friendly interface and robust features to handle complex data import tasks efficiently, making it ideal for businesses looking to enhance their data management capabilities.
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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