Connect Quora Lead Gen Forms and BoardCRM to Build Intelligent Automations
Ready to use Quora Lead Gen Forms and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Quora Lead Gen Forms integrations.
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 Quora Lead Gen Forms and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Quora Lead Gen Forms triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Quora Lead Gen Forms 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 Quora Lead Gen Forms 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 Quora Lead Gen Forms 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 Quora Lead Gen Forms
Quora Ads is a powerful platform for businesses to reach and engage with a highly targeted audience through the popular question-and-answer site, Quora. It allows advertisers to create and manage ad campaigns that appear alongside relevant content, helping to drive traffic, increase brand awareness, and generate leads.
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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