Connect WhatsApp Business Cloud (Meta) and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Notification
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use WhatsApp Business Cloud (Meta) and BoardCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Message Notification
Triggers when a new message is received.
Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud (Meta) integrations.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Send Template Message
Send Template Message
WhatsApp Human Intervention
WhatsApp human inteterface.
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.
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Frequently Asked Questions
To start, connect both your WhatsApp Business Cloud (Meta) and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud (Meta) triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud (Meta) 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 WhatsApp Business Cloud (Meta) 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 WhatsApp Business Cloud (Meta) 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 WhatsApp Business Cloud (Meta)
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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.
Learn More
