
When this happens...
New Company
New Contact

Automatically do this!
Enable Integrations or automations with these events of Productlane and upnify
Trigger when new company is add in your account.
Triggers when a new contact is created.
Creates a new Note on Productlane.
Creates a new contact.
Create's a new company in your account.
Delete a specific company by its id.
Creates a new segment.
Deletes a specific contact by ID from the contact list.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Productlane and upnify accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in upnify (or vice versa).
Absolutely. You can customize how Productlane data is recorded in upnify. This includes choosing which data fields go into which fields of upnify, setting up custom formats, and filtering out unwanted information.
The data sync between Productlane and upnify 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 Productlane and upnify. 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 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.
Learn MoreUpnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.
Learn More