Connect Moosend and BoardCRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a mailing list.
New Unsubscriber
Triggers when a subscriber is unsubscribed.
Updated Profile
Triggers when a subscriber’s profile has been updated.
Do thisActions
Action is the task that follows automatically within your Moosend integrations.
Unsubscribe Member
Unsubscribes a member from target mailing lists.
Create Custom Fields
Create a new custom field in a specific mailing list.
Create Empty Segment
Creates an empty segment in a specific mailing list.
Delete Subscriber
Permanently removes a subscriber from a mailing list without adding them to the suppression list.
Search Subscriber
Retrieves detailed information about a subscriber by email address within a specific mailing list.
Create Subscriber
Creates a new subscriber in a specific mailing list.
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Frequently Asked Questions
To start, connect both your Moosend and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Moosend triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Moosend 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 Moosend 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 Moosend 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 Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
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About 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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