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Set up your first integration
Quickly connect Productboard to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Productboard with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Feature" from Productboard.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Productboard and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Feature
Triggers when a new feature is created.
Try ItTriggerPolling - Feature OwnerRequired
- Name
- Feature Product
- Feature Description
- Feature StatusRequired
- Feature Tags
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
- New Note
Triggers when a new note is created.
Try ItTriggerPolling - Name
- Note Content
- Note OwnerRequired
- Said by (User Name)
- Said by (User E-Mail)
- Said By (User External ID)
- Feature StatusRequired
- Feature Tags
- Company domain
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Productboard and Salesforce
Capture customer feedback from Salesforce into Productboard
When a new note is added to a customer record in Salesforce, Zapier creates a corresponding note in Productboard. This automation ensures customer insights flow seamlessly into Productboard for product team consideration, enhancing decision-making and aligning development with customer needs.
Customer Support OpsSync Productboard features with Salesforce campaigns
When a new feature is created in Productboard, Zapier triggers the creation of a new campaign in Salesforce. This keeps marketing aligned with new product developments, enabling better planning for feature launches or promotional activities.
Marketing & Marketing OpsSync Salesforce cases with Productboard as features
When a new case is created in Salesforce, Zapier automatically creates a corresponding feature in Productboard. This helps project managers stay on top of customer requirements and ensures updates line up with user needs.
Project ManagementLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Productboard + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Productboard and Salesforce
How do I integrate Productboard with Salesforce?
To integrate Productboard with Salesforce, you can use our integration platform by setting up triggers in Productboard that send specific data to Salesforce when certain conditions are met. For instance, you might set a trigger for when a new feature is added to automatically create a matching record in Salesforce.
What kind of data can be synchronized between Productboard and Salesforce?
You can synchronize various types of data, such as feature requests, customer feedback, and product roadmaps from Productboard into corresponding fields in Salesforce. The synchronization can happen through triggers like 'new feature creation' or 'update to user story' in Productboard.
Are there pre-defined actions available when integrating with Salesforce?
Yes, there are several pre-defined actions available. You can automate tasks such as creating or updating records based on changes made within your Productboard account or customer interactions captured within Salesforce.
Can I trigger workflows in Salesforce based on events in Productboard?
Certainly, you can set up workflows in Salesforce that are triggered by events in Productboard. For example, updating a product's status in Productboard could trigger a notification workflow for your sales team within Salesforce.
Do I need technical skills to set up the integration between Productboard and Salesforce?
While having technical skills may be helpful, it's not necessary. Our integration guides provide step-by-step instructions that allow even non-technical users to configure the needed connections and automations.
Can I use custom fields from both platforms during the integration setup?
Yes, our integration allows for mapping custom fields from both Productboard and Salesforce. This ensures that all unique aspects of your data are preserved during synchronization.
What should I do if the integration isn’t working properly?
If you encounter issues with the integration, check both platforms for configuration errors or reach out to our support team for guidance on troubleshooting common issues related to triggers and actions.
