Connect ProductPlan and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use ProductPlan and Sanchay Crm automations
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
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead 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.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
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Frequently Asked Questions
To start, connect both your ProductPlan and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how ProductPlan data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between ProductPlan and Sanchay 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 Sanchay 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.
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