Connect ProductLift and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment
New Groups
New Tag
New User
New Post
Post Status Changed
Post Deleted
Vote Created
Vote Deleted
Comment Deleted
Update Comment
Update Group
Update Tag
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Trigger when new comment created.
New Groups
Trigger when new groups created.
New Tag
Trigger when new Tag created.
New User
Trigger when a new user created
New Post
Triggers when user added a new post.
Post Status Changed
Triggers when status change on a post.
Do thisActions
Action is the task that follows automatically within your ProductLift integrations.
Create User
Creates a new user in your portal. You can either provide a password, or you can invite the user.
Create Group
Creates a new group.
Update User
Updates a user in your portal.
Create Comment
Adds a new comment to a specific post.
Create Tag
Creates a new tag in your portal.
Create Status
Creates a new status.
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Frequently Asked Questions
To start, connect both your ProductLift and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductLift triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how ProductLift data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ProductLift and Capsule 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 ProductLift and Capsule 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 ProductLift
Productlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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