Connect ITM Platform and pipebooster to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ITM Platform
Choose an Action
Automatically do this!
- Request a new Action for pipebooster
Enable Integrations or automations with these events of ITM Platform and pipebooster
Enable Integrations or automations with these events of ITM Platform and pipebooster
Actions
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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Frequently Asked Questions
To start, connect both your ITM Platform and pipebooster accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in pipebooster (or vice versa).
Absolutely. You can customize how ITM Platform data is recorded in pipebooster. This includes choosing which data fields go into which fields of pipebooster, setting up custom formats, and filtering out unwanted information.
The data sync between ITM Platform and pipebooster 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 ITM Platform and pipebooster. 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 ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
Learn MoreAbout pipebooster
Pipebooster tracks your contacts’ job moves, creates updated details, including new contact information, and alerts your sales team to a new prospect for your SDRs.
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