Connect Agile CRM and Productboard to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Deal
New Task
Choose an Action
Automatically do this!
Create a Note
Create Feature
List All Notes
List All Companies
List All Features
List All Components
List All Products
List all Feature Statuses
List All Custom Fields
List All Custom Fields's Values
List All Release Groups
List All Releases
List All Objectives
Ready to use Agile CRM and Productboard automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
New Note
Triggers when a new note or piece of feedback is created in Productboard.
New Feature
Triggers when a new feature/sub-feature is created
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
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Frequently Asked Questions
To start, connect both your Agile CRM and Productboard accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in Productboard (or vice versa).
Absolutely. You can customize how Agile CRM data is recorded in Productboard. This includes choosing which data fields go into which fields of Productboard, setting up custom formats, and filtering out unwanted information.
The data sync between Agile CRM and Productboard 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 Agile CRM and Productboard. 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 Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn MoreAbout Productboard
Productboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.
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