Connect florm and BoardCRM to Build Intelligent Automations

Choose a Trigger

florm

When this happens...

Choose an Action

BoardCRM

Automatically do this!

Enable Integrations or automations with these events of florm and BoardCRM

Enable Integrations or automations with these events of florm and BoardCRM

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

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

How do I start an integration between florm and BoardCRM?

To start, connect both your florm and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in florm triggers actions in BoardCRM (or vice versa).

Can we customize how data from florm is recorded in BoardCRM?

Absolutely. You can customize how florm 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.

How often does the data sync between florm and BoardCRM?

The data sync between florm and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from florm to BoardCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between florm and BoardCRM?

Yes, you can set conditional logic to control the flow of data between florm 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.

florm

About florm

Florm is a tool that helps teams create branded data collection workflows

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BoardCRM

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 More