Connect Huddo Boards and Solid Performers CRM to unlock the power of automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Huddo Boards with Solid Performers CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Assigned Task" from Huddo Boards.

Add your action

An action happens after the trigger—such as "Add New Lead" in Solid Performers CRM.

You’re connected!

Zapier seamlessly connects Huddo Boards and Solid Performers CRM, automating your workflow.

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.

Assigned Task
Triggers when you are assigned a Task.
Trigger
Instant
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Added to Board
Triggers when you are added to a board.
Trigger
Instant
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- Board Id
  Required
Trigger
Instant
Try It
- Task / Card
  Required
Action
Write
- Board
  Required
- Name
  Required
- Type
  Required
Action
Write

- Board Name
  Required
Action
Search
- Name
  Required
- Board
  Required
- Card Type
Action
Search

- Text to search for board or card link
  Required
Action
Search
- Member Name
  Required
- Board
  Required
Action
Search
- Name
  Required
Action
Search
- Name
- Email
Trigger
Polling
Try It

- Board Id
Trigger
Instant
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Completed Task
Triggers when you complete a Task.
Trigger
Instant
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- Card / Task id
  Required
- User id
  Required
Action
Write
- Board Name
Action
Write
- Task / Card
  Required
Action
Write
- Board
- Expand Groups
Action
Search
- board
Action
Search
- This is not required
Action
Search
- Task Name
  Required
Action
Search
New Lead
Trigger when a new lead created in CRM
Trigger
Polling
Try It
- Name
- Email
- Phone
- Company Name
- Executive
- Source Name
- Rating
- Stage
- Status
- Designation/Role
- Estimate Value
- Probability of Conversion
- Products
- Group
- Comments
- Details
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Huddo Boards and Solid Performers CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Huddo Boards to Solid Performers CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Huddo Boards

Huddo Boards - Collaboration done right. A task management tool with multiple ways to enter and view the data, including textual, kanban, mindmap and timeline.

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Related categories

Project Management

About Solid Performers CRM

We Help your Sales Team Close More Leads Faster & Smarter