Integrations Productroad Unifyy CRM
Productroad + Unifyy CRM

Connect Productroad and Unifyy CRM to Build Intelligent Automations

Choose a Trigger

Productroad

When this happens...

Choose an Action

Unifyy CRM

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Enable Integrations or automations with these events of Productroad and Unifyy CRM

Enable Integrations or automations with these events of Productroad and Unifyy CRM

Triggers

New Post

New Post

Trigger when new post created.

Request a new Trigger for Productroad

Actions

Change Post Status

Change Post Status

To change status of the post you need to know ID of that post

Create Post

Create Post

You can create posts on your own behalf or on behalf of your users.

Create a post on behalf of the customer

Create a post on behalf of the customer

The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,

Request a new Action for Productroad

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Frequently Asked Questions

How do I start an integration between Productroad and Unifyy CRM?

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

Can we customize how data from Productroad is recorded in Unifyy CRM?

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

How often does the data sync between Productroad and Unifyy CRM?

The data sync between Productroad and Unifyy CRM 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 Productroad to Unifyy CRM?

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 Productroad and Unifyy CRM?

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

Productroad

About Productroad

Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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