Connect Espo CRM and Productroad to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Change Post Status
Create Post
Create a post on behalf of the customer
Ready to use Espo CRM and Productroad 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 Post
Trigger when new post 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.
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.
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Frequently Asked Questions
To start, connect both your Espo CRM and Productroad accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Productroad (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 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 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
