Connect ProdPad and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Contact
New Company
New Feedback
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
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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.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Do thisActions
Action is the task that follows automatically within your ProdPad integrations.
Create Contact
Create a new Contact.
Create Feedback
Create new feedback.
Create Idea
Create a New Idea
Update Feedback
Update an existing piece of feedback
Update Contact
Update an existing Contact
Find Contact
Find an existing Contact by Contact ID.
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Frequently Asked Questions
To start, connect both your ProdPad and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProdPad triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how ProdPad data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ProdPad and Capsule CRM 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 ProdPad and Capsule CRM. 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 ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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