Connect Espo CRM and ProdPad to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
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
Ready to use Espo CRM and ProdPad automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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 Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Contact
Create a new Contact.
Create Feedback
Create new feedback.
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Frequently Asked Questions
To start, connect both your Espo CRM and ProdPad accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in ProdPad (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
Learn More
