Connect SandeshChat and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SandeshChat
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of SandeshChat and BoardCRM
Enable Integrations or automations with these events of SandeshChat and BoardCRM
Actions
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
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 SandeshChat and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SandeshChat triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how SandeshChat 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 SandeshChat 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 SandeshChat 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 SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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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