Connect Typeform and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Entry
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Typeform and BoardCRM automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Entry
Triggers when a form is submitted
Do thisActions
Action is the task that follows automatically within your Typeform integrations.
Create an Empty Form
Creates a new empty form.
Duplicate an Existing Form
Duplicates an existing form
Lookup Responses
Look up responses for a given criteria
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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Step by step guides to integrate Typeform and BoardCRM
Frequently Asked Questions
To start, connect both your Typeform and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Typeform triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Typeform 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 Typeform 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 Typeform 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 Typeform
Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.
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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