Connect pipelinedeals and ShipIt Product Planning to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your pipelinedeals and ShipIt Product Planning accounts to viaSocket. Once connected, you can set up a workflow where an event in pipelinedeals triggers actions in ShipIt Product Planning (or vice versa).
Absolutely. You can customize how pipelinedeals data is recorded in ShipIt Product Planning. This includes choosing which data fields go into which fields of ShipIt Product Planning, setting up custom formats, and filtering out unwanted information.
The data sync between pipelinedeals and ShipIt Product Planning 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 pipelinedeals and ShipIt Product Planning. 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 pipelinedeals
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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About ShipIt Product Planning
Shipit is a product roadmap planning app. It provides a quarterly roadmap framework. You can manage and prioritise roadmap items for upcoming calendar quarters and for various product lines.
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