Connect Plecto and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plecto
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Plecto and BoardCRM
Enable Integrations or automations with these events of Plecto and BoardCRM
Actions
Create a New Registration
Creates New Registration in Plecto.
Delete API Registration
Delete a API Registration.
Add Employee
Add a new employee to the plecto
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Plecto and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Plecto triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Plecto 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 Plecto 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 Plecto 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 Plecto
Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.
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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