Connect CallHub and ProductPlan to Build Intelligent Automations

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CallHub

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ProductPlan

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Agent Activates Account

Agent Activates Account

Runs when Agent Activates Account.

New Note Added

New Note Added

Triggers when a new note is added by an agent for any call center campaign in your CallHub account.

New Text Message Received

New Text Message Received

Triggers when you receive a text message for any SMS campaign in your CallHub account.

Transfer Digit Pressed

Transfer Digit Pressed

Triggers when the transfer digit is pressed in a voice broadcast campaign

New Bar Appears on Roadmap

New Bar Appears on Roadmap

Runs when New Bar Appears on Roadmap

Roadmap Is Updated

Roadmap Is Updated

Runs when roadmap is updated

Do thisActions

Action is the task that follows automatically within your CallHub integrations.

Create Contact

Create Contact

Add a new contact to CallHub.

Invite an agent

Invite an agent

Create a new agent account and send them an invitation email.

Update a contact

Update a contact

Update a contact in CallHub using their phone number or contact ID.

Create New Bar

Create New Bar

Add a new bar to your roadmap.

Get Roadmap Bars

Get Roadmap Bars

Get all bars for a roadmap.

Update Bar

Update Bar

Update a roadmap bar by ID.

Request a new Action for CallHub

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Frequently Asked Questions

How do I start an integration between CallHub and ProductPlan?

To start, connect both your CallHub and ProductPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in ProductPlan (or vice versa).

Can we customize how data from CallHub is recorded in ProductPlan?

Absolutely. You can customize how CallHub data is recorded in ProductPlan. This includes choosing which data fields go into which fields of ProductPlan, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallHub and ProductPlan?

The data sync between CallHub and ProductPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallHub to ProductPlan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallHub and ProductPlan?

Yes, you can set conditional logic to control the flow of data between CallHub and ProductPlan. 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.

CallHub

About CallHub

CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.

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ProductPlan

About ProductPlan

Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.

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