Connect smartoffice and Productlane to Build Intelligent Automations
Enable Integrations or automations with these events of smartoffice and Productlane
Enable Integrations or automations with these events of smartoffice and Productlane
Triggers
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
Actions
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
Create Segment
Creates a new segment.
Delete Contact
Deletes a specific contact by ID from the contact list.
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Frequently Asked Questions
To start, connect both your smartoffice and Productlane accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in Productlane (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in Productlane. This includes choosing which data fields go into which fields of Productlane, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and Productlane 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 smartoffice and Productlane. 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 smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
Learn MoreAbout Productlane
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.
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