Connect Hubstaff and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Hubstaff
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Hubstaff and BoardCRM
Enable Integrations or automations with these events of Hubstaff and BoardCRM
Actions
Create a Project
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.
Create a Client
Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.
Create a To-Do
Create a task in a selected Hubstaff project and assign it to a team member.
List Organization
list all the organization
Get User
Get the user of HUbstaff.
Add Comment
Add a comment to a specified deal in BoardCrm.
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Frequently Asked Questions
To start, connect both your Hubstaff and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hubstaff triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Hubstaff 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 Hubstaff 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 Hubstaff 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 Hubstaff
Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.
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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