Connect Productboard and Salesdash CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Productboard and Salesdash CRM
Enable Integrations or automations with these events of Productboard and Salesdash CRM
Triggers
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
Actions
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 Salesdash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in Salesdash CRM (or vice versa).
Absolutely. You can customize how Productboard data is recorded in Salesdash CRM. This includes choosing which data fields go into which fields of Salesdash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and Salesdash 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 Salesdash 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.
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About Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
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