Connect BoardCRM and Productroad to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Change Post Status
Create Post
Create a post on behalf of the customer
Ready to use BoardCRM and Productroad automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
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.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create a post on behalf of the customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
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Frequently Asked Questions
To start, connect both your BoardCRM and Productroad accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Productroad (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Productroad. This includes choosing which data fields go into which fields of Productroad, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Productroad 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 BoardCRM and Productroad. 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 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.
Learn MoreAbout Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
Learn More
