Connect TheTexting and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TheTexting
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of TheTexting and BoardCRM
Enable Integrations or automations with these events of TheTexting and BoardCRM
Actions
Send Text Message
Send a text message to a phone number.
Search Message
Searches for a previously sent message using its message ID.
Search Rejected Messages
Search rejected messages by sent date and optional recipient number.
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 TheTexting and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TheTexting triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how TheTexting 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 TheTexting 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 TheTexting 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 TheTexting
TheTexting.com offers best SMS API services and SMS Gateway services for OTP text messages, notification texts, or even preferred for text marketing via own Text API based solution.
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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