Connect ProductPlan and OnePage CRM to Build Intelligent Automations
Ready to use ProductPlan and OnePage CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
Do thisActions
Action is the task that follows automatically within your ProductPlan integrations.
Create New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
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Frequently Asked Questions
To start, connect both your ProductPlan and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how ProductPlan data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ProductPlan and OnePage 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 ProductPlan and OnePage 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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn MoreAbout OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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