BoardCRM Integrations

Name: Zapier
Availability: InStock

Put BoardCRM to work with AI and enterprise-grade automation

Automate smarter with BoardCRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Slack

Team Chat

Typeform

Forms & Surveys

Squarespace Forms

Forms & Surveys

WordPress

Website Builders, WordPress

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Google Calendar

Calendar, Google

HubSpot

Marketing Automation

Slack

Team Chat

Typeform

Forms & Surveys

Squarespace Forms

Forms & Surveys

WordPress

Website Builders, WordPress

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Typeform

Forms & Surveys

Squarespace Forms

Forms & Surveys

WordPress

Website Builders, WordPress

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Google Calendar

Calendar, Google

HubSpot

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack channel messages for new BoardCRM deals
Details
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BoardCRM + Slack
Send Gmail emails for new deal status updates in BoardCRM
Details
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BoardCRM + Gmail
Create BoardCRM deals from new Google Forms responses
Details
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Google Forms + BoardCRM
Create BoardCRM deals from new WooCommerce orders
Details
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WooCommerce + BoardCRM
Create BoardCRM deals from new Typeform entries
Details
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Typeform + BoardCRM
Create detailed Google Calendar events from new deal deadlines in BoardCRM
Details
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BoardCRM + Google Calendar

Send Slack channel messages for new BoardCRM deals

Details

Try it

BoardCRM + Slack

Send Gmail emails for new deal status updates in BoardCRM

Details

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BoardCRM + Gmail

Create BoardCRM deals from new Google Forms responses

Details

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Google Forms + BoardCRM

Create BoardCRM deals from new WooCommerce orders

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WooCommerce + BoardCRM

Create BoardCRM deals from new Typeform entries

Details

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Typeform + BoardCRM

Create detailed Google Calendar events from new deal deadlines in BoardCRM

Details

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BoardCRM + Google Calendar

Add Mailchimp subscribers from new BoardCRM deals

Details

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BoardCRM + Mailchimp

Create BoardCRM deals from new Facebook Messenger messages

Details

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Facebook Messenger + BoardCRM

Create deals in BoardCRM from new form submissions in Squarespace Forms

Details

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Squarespace Forms + BoardCRM

Create new rows in Google Sheets for new deals in BoardCRM

Details

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BoardCRM + Google Sheets

Add Mailchimp subscribers from new BoardCRM deals
Details
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BoardCRM + Mailchimp
Create BoardCRM deals from new Facebook Messenger messages
Details
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Facebook Messenger + BoardCRM
Create deals in BoardCRM from new form submissions in Squarespace Forms
Details
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Squarespace Forms + BoardCRM
Create new rows in Google Sheets for new deals in BoardCRM
Details
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BoardCRM + Google Sheets

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
Try It
Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
Try It
Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
Try It

- Deal ID
  Required
- Comment Content
Action
Write
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

- Deal ID
  Required
- New Status
Action
Write

Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is failed.
Trigger
Polling
Try It
Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
Try It
Update Deal
Triggers when a deal is updated.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is successful.
Trigger
Polling
Try It
- Deal ID
  Required
- Tag
Action
Write
- Deal ID
  Required
- Deal Start Time
- Deal End Time
Action
Write
- Deal ID
  Required
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

BoardCRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

BoardCRM Integrations

Put BoardCRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack channel messages for new BoardCRM deals

Send Gmail emails for new deal status updates in BoardCRM

Create BoardCRM deals from new Google Forms responses

Create BoardCRM deals from new WooCommerce orders

Create BoardCRM deals from new Typeform entries

Create detailed Google Calendar events from new deal deadlines in BoardCRM

Send Slack channel messages for new BoardCRM deals

Send Gmail emails for new deal status updates in BoardCRM

Create BoardCRM deals from new Google Forms responses

Create BoardCRM deals from new WooCommerce orders

Create BoardCRM deals from new Typeform entries

Create detailed Google Calendar events from new deal deadlines in BoardCRM

Add Mailchimp subscribers from new BoardCRM deals

Create BoardCRM deals from new Facebook Messenger messages

Create deals in BoardCRM from new form submissions in Squarespace Forms

Create new rows in Google Sheets for new deals in BoardCRM

Add Mailchimp subscribers from new BoardCRM deals

Create BoardCRM deals from new Facebook Messenger messages

Create deals in BoardCRM from new form submissions in Squarespace Forms

Create new rows in Google Sheets for new deals in BoardCRM

Supported triggers and actions