Connect Gupshup and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Gupshup
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Gupshup and BoardCRM
Enable Integrations or automations with these events of Gupshup and BoardCRM
Actions
Set User Opt Status
Sets whether a user is opted in or opted out for messaging.
Send WhatsApp Template Message
Send a selected WhatsApp template to a contact via Gupshup. Fill template placeholders, provide App Name and sender/recipient numbers, and optionally attach an image, video, or document.
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 Gupshup and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gupshup triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Gupshup 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 Gupshup 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 Gupshup 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 Gupshup
Gupshup is a comprehensive messaging platform that enables businesses to build conversational experiences across various messaging channels. It provides tools for creating chatbots, managing customer interactions, and automating communication processes, making it easier for businesses to engage with their audience effectively.
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.
Learn More
