Connect Productboard and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note
New Feature
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Ready to use Productboard and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note
Triggers when a new note or piece of feedback is created in Productboard.
New Feature
Triggers when a new feature/sub-feature is created
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Productboard integrations.
Create a Note
Create Feature
List All Notes
Returns detail of all notes
List All Companies
Returns detail of all companies
List All Features
Returns detail of all features
List All Components
Returns detail of all components
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Frequently Asked Questions
To start, connect both your Productboard and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Productboard data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and Kylas 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 Productboard and Kylas 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 Productboard
Productboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.
Learn MoreAbout Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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