Connect CRM.io and ProdPad to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create Contact
Create Feedback
Create Idea
Update Feedback
Update Contact
Find Contact
Find or Create Contact
Update Idea Stage
Find Idea
Update Company
Create Company
Find Feedback
Find or Create Feedback
Find or Create Company
Find Company
List all Ideas
List all Tags
List all Feedback
List all Products
List all Personas
List all Comments
List all Users
List all Votes
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is created.
New Contact
Tiggers when a new contact is created.
New Company
Triggers when a new company is created.
New Feedback
Triggers when a new Feedback is created.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and ProdPad accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in ProdPad (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in ProdPad. This includes choosing which data fields go into which fields of ProdPad, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and ProdPad 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 CRM.io and ProdPad. 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
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