Connect Zoho Sprints and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Epic
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Zoho Sprints and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Epic
Triggers when a new epic is created.
Do thisActions
Action is the task that follows automatically within your Zoho Sprints integrations.
Get Projects
Get all projects of a team
List Workspaces
Get the list of all the workspaces in which you are associated.
Create Epic
Creates a new epic.
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 Zoho Sprints and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sprints triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Zoho Sprints 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 Zoho Sprints 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 Zoho Sprints 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 Zoho Sprints
Zoho Sprints is an agile project management tool designed to help teams plan, track, and manage their work efficiently. It offers features like sprint planning, backlog management, time tracking, and collaboration tools to ensure teams can deliver projects on time and within scope.
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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