Connect Freshchat Classic and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshchat Classic
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Freshchat Classic and BoardCRM
Enable Integrations or automations with these events of Freshchat Classic and BoardCRM
Actions
Create a User
Add a new user to Freshchat.
Search Users
Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.
Create a conversation
Creates a new conversation.
Search User
Search a user.
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your Freshchat Classic and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
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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