Connect Google Contacts and BoardCrm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contacts
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Google Contacts and BoardCrm automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contacts
Triggers when new contact is created.
Do thisActions
Action is the task that follows automatically within your Google Contacts integrations.
Create Contact
Creates a new contact in Google Contacts.
Add Contact to Group
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search Contact
Search a contact in Google Contacts by name, email or phonenumber.
Update Contact
Updates an existing contact in Google Contacts.
Delete Contact
Delete a contact from Google Contacts using email, full name, or phone number.
Update Group
update an existing group.
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Frequently Asked Questions
To start, connect both your Google Contacts and BoardCrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Contacts triggers actions in BoardCrm (or vice versa).
Absolutely. You can customize how Google Contacts 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 Google Contacts 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 Google Contacts 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 Google Contacts
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
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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