Connect Productboard and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note
New Feature
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Ready to use Productboard and Salesmate 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
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 Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Productboard data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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