Connect ProdPad and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Contact
New Company
New Feedback
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use ProdPad and Salesforce automations
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 Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
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 Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in ProdPad triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how ProdPad data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between ProdPad and Salesforce 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 Salesforce. 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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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