Connect pobuca and BoardCRM to Build Intelligent Automations

Choose a Trigger

pobuca

When this happens...

Choose an Action

BoardCRM

Automatically do this!

Enable Integrations or automations with these events of pobuca and BoardCRM

Enable Integrations or automations with these events of pobuca and BoardCRM

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

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

How do I start an integration between pobuca and BoardCRM?

To start, connect both your pobuca and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in pobuca triggers actions in BoardCRM (or vice versa).

Can we customize how data from pobuca is recorded in BoardCRM?

Absolutely. You can customize how pobuca 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.

How often does the data sync between pobuca and BoardCRM?

The data sync between pobuca and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from pobuca to BoardCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between pobuca and BoardCRM?

Yes, you can set conditional logic to control the flow of data between pobuca 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.

pobuca

About pobuca

Pobuca Connect is an AI digital assistant that optimizes the way your business stores and communicates with business contacts.

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BoardCRM

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.

Learn More