Connect replyify and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for replyify
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of replyify and BoardCRM
Enable Integrations or automations with these events of replyify and BoardCRM
Actions
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 replyify and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in replyify triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how replyify 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 replyify 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 replyify 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 replyify
Replyify is a B2B sales platform to automate personalized cold emails & follow-ups. Generate a consistent pipeline of leads sent directly to your inbox and CRM.
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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