Integrations Productlane salesoptima
Productlane + salesoptima

Connect Productlane and salesoptima to Build Intelligent Automations

Choose a Trigger

Productlane

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Productlane and salesoptima

Enable Integrations or automations with these events of Productlane and salesoptima

Triggers

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a new contact is created.

Request a new Trigger for Productlane

Actions

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

Delete Company

Delete Company

Delete a specific company by its id.

Create Segment

Create Segment

Creates a new segment.

Delete Contact

Delete Contact

Deletes a specific contact by ID from the contact list.

Request a new Action for Productlane

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Frequently Asked Questions

How do I start an integration between Productlane and salesoptima?

To start, connect both your Productlane and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in salesoptima (or vice versa).

Can we customize how data from Productlane is recorded in salesoptima?

Absolutely. You can customize how Productlane data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Productlane and salesoptima?

The data sync between Productlane and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Productlane to salesoptima?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Productlane and salesoptima?

Yes, you can set conditional logic to control the flow of data between Productlane and salesoptima. 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.

Productlane

About Productlane

Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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