Connect ManyContacts and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is added.
Do thisActions
Action is the task that follows automatically within your ManyContacts integrations.
Send WhatSapp Message
Send a WhatSapp message to a Number.
Add Contact Tag
add contact tags.
Add Internal Note Contact
Add an internal note(yellow card) in a conservation.
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 ManyContacts and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ManyContacts triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how ManyContacts 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 ManyContacts 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 ManyContacts 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 ManyContacts
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
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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