BoardCRM and Salesflare
How to connect BoardCRM
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Deal in BoardCRM, create opportunity in Salesflare.
- When won Deal in BoardCRM, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Deal in BoardCRM.
About BoardCRM
Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.
BoardCRM operations on Zapier
Triggers (10)
Start a workflow when this happens
- Add Comment to Deal — Triggers when a new comment is added to a deal.
- Add Tag to Deal — Triggers when a new tag is added to a deal.
- Expired Deal Deadline — Triggers when a deal deadline is expired.
- Lost Deal — Triggers when a deal is failed.
- New Deal — Triggers when a new deal is created.
Show 5 more triggers
- Set Deal Deadline — Triggers when a deal deadline is changed.
- Successful Deal Deadline — Triggers when a deal deadline is successful.
- Update Deal — Triggers when a deal is updated.
- Update Deal Status — Triggers when a deal status is updated.
- Won Deal — Triggers when a deal is successful.
Actions (6)
Things Salesflare can make it do
- Add Comment — Adds a Comment to a Deal.
- Add Tag — Adds a Tag to a Deal.
- Create Deal — Creates a new Deal
- Set Deal Deadline — Sets Deal Deadline
- Set Deal Status — Changes a Deal Status.
Show 1 more actions
- Update Deal — Updates a Deal Data
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