Connect telecrm and Productboard to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create a Note
Create a Feature
List All Notes
List Companies
List Features
List All Components
List All Products
List all Feature Statuses
List Custom Fields
List Custom Field Values
List All Release Groups
List Releases
List Objectives
Ready to use telecrm and Productboard automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
New Note Is Created
Runs when a new note or piece of feedback is created in Productboard.
New Feature Is Created
Runs when a new feature or sub-feature is created in Productboard.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create a Note
Create a Feature
List All Notes
Returns detail of all notes
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Frequently Asked Questions
To start, connect both your telecrm and Productboard accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Productboard (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Productboard. This includes choosing which data fields go into which fields of Productboard, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Productboard 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 telecrm and Productboard. 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 Productboard
Productboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.
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