Capsule CRM + Productboard Integration

Connect Capsule CRM to Productboard - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Productboard automations to streamline inspection workflows, generate detailed reports, and gain valuable insights from inspection data. Get the best of both with Integrately’s Capsule CRM + Productboard integration.
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Ready Workflows For Capsule CRM + Productboard Integration

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Create Your Own Capsule CRM & Productboard Integration Without Any Code

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2. Select what action you want to automate
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Capsule CRM + Productboard Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Productboard
    Feature is created in Productboard

    Triggers the automation whenever a particular action in the workflow fails

    Instant
  • Productboard
    Feature is updated in Productboard

    Triggers the automation whenever a particular action in the workflow fails

    Instant
  • Productboard
    Feature is deleted in Productboard

    Triggers the automation whenever a particular action in the workflow fails

    Instant
  • Productboard
    Component is updated in Productboard

    Triggers the automation whenever a component is updated

    Instant
  • Productboard
    Component is created in Productboard

    Triggers the automation whenever a new component is created

    Instant
  • Productboard
    Release is created in Productboard

    Triggers the automation whenever a new released is created

    Instant
  • Productboard
    Release is updated in Productboard

    Triggers the automation whenever any release is modified

    Instant
  • Productboard
    Release is deleted in Productboard

    Triggers the automation when any release is deleted

    Instant
  • Productboard
    Product is created in Productboard

    Triggers the automation whenever a new product is created

    Instant
  • Productboard
    Product is updated in Productboard

    Triggers the automation whenever a product is updated

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Productboard
    Create note in Productboard

    Automatically creates a new note in the particular format

  • Productboard
    Create feature in Productboard

    Automatically generates new feature functionalities with user input parameters

  • Productboard
    Create component in Productboard

    Automatically generates a new component with particular parameters

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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Integrate Capsule CRM & Productboard In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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