Connect Squad and BoardCRM to Build Intelligent Automations
Enable Integrations or automations with these events of Squad and BoardCRM
Enable Integrations or automations with these events of Squad and BoardCRM
Actions
Send feedback to Squad
Send user comments or notes into Squad.
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 Squad and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Squad triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Squad 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 Squad 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 Squad 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 Squad
Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.
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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