Connect Freshservice and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshservice
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Freshservice and BoardCRM
Enable Integrations or automations with these events of Freshservice and BoardCRM
Actions
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
Add Notes to a Ticket
Creates a ticket approval request.
Create Ticket
Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.
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 Freshservice and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Freshservice 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 Freshservice 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 Freshservice 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
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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