Connect YourGPT and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Received
User Message Sent
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use YourGPT and BoardCRM automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Message Received
Triggers when a new message is received in your YourGPT chatbot session.
User Message Sent
Triggers when a user sends a message to the YourGPT chatbot in an active session.
Do thisActions
Action is the task that follows automatically within your YourGPT integrations.
Send Message
To send a new message.
Create New Session
To create a new Session
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 YourGPT and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in YourGPT triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how YourGPT 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 YourGPT 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 YourGPT 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 YourGPT
YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.
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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