Product management is a customer-centered approach to developing, marketing, and managing a product. Good product management leads to better-designed and more useful products—which is especially important in tech industries, where customer-centered products can keep you from being outshined by the next bright and shiny tool.
But by definition, tasks like setting objectives, collecting feedback, and tracking product development involve multiple input sources and collaboration tools. This means there's always the potential for information overload and slow processes that are difficult to scale.
By adding automation to your tech stack, you can easily connect your most-used apps to your team's product management tool. Zaps—what we call Zapier's automated workflows—let you scale manual tasks so you can focus on your more important work.
Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.
Table of contents
Keep your team in the loop
If it's your job to coordinate development across departments and act on user feedback, you need to keep your team up to date. But relying on manual processes like sending an email or Slack message means someone (or, more likely, several someones) on your team needs to check for updates and draft notification messages constantly.
Instead, set up automated workflows to ensure the right people are informed at all the right stages of product development and iteration.
Via email
Maybe you've set up a recurring team workflow in a tool like Process Street, which includes a checklist of tasks. Different team members might handle each task, which can easily lead to confusion and wasted time as everyone waits on each other.
Or, say you have a product testing and inspection process that requires multiple approvals and signoffs before moving to the next step. To save your team time and frustration—and to keep everyone on the same page about a workflow's status—use one of these Zaps to send the right person an email when a new task is checked in your product management software.
Send Gmail emails for new tasks checked on Process Street
Process Street + Gmail
More details
Want to track a new employee's progress on onboarding tasks? Use this integration. We'll email you from your Gmail account when they check a new task on Process Street. Each time they complete a to-do, you get an email. Find out how onboarding is going without having to leave your inbox.
Export completed SafetyCulture inspections and send via Gmail
SafetyCulture + Delay by Zapier + Gmail
More details
This template sets up a Zap to automatically export completed SafetyCulture inspections done on a specific template in either PDF or Word in the new SafetyCulture reporting format and allows the user to send the file to an elected email address using Gmail. Upon completion of the inspection the Zap will request and retrieve the generated report from the SafetyCulture API and make the upload. This will save frontline users from having to manually export each report from SafetyCulture and send the email form their device manually.
Send emails for new visitors in Pendo reports
Pendo + Email by Zapier
More details
This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as visitors ID.
Send Gmail emails for new visitors in Pendo reports
Pendo + Gmail
More details
This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as your visitor ID.
Via team chat app
If your team lives in Slack instead of Gmail, don't worry—you can set up the same automations with your favorite team chat tool. Easily keep team members informed of your progress by setting up automated chat messages anytime a new item is updated in your product management app.
Create Slack messages for checked Process Street tasks
Process Street + Slack
More details
Keep your whole team in the loop by feeding Process Street task activity into Slack. This is able to be filtered by checklist, by Slack channel, and more. Save time by automating notifications.
Send Slack channel messages for new Productboard notes
Productboard + Slack
More details
When you have new notes being added in your product management tool, you'll want the right people to know about it. This integration helps by automatically sending a channel message in Slack with details from a new note in Productboard. It's never been easier to inform your team of what is going on with your new product.
Send Slack channel messages for new Beamer posts
Beamer + Slack
More details
When you have new posts to your users, you'll want to know about it. This integration helps by automatically sending a Slack channel message with details of a new post from Beamer. You'll always know when there are new posts to your users.
Send channel messages in Microsoft Teams for new visitors in Pendo reports
Pendo + Microsoft Teams
More details
Often it’s helpful to be notified of new visitors in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new visitors and additional metadata (i.e. First Visit Date, Associated Account, Email, etc.) from your Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Teams instance.
Send product updates automatically
Most product management teams are active on social media, pushing notifications about product updates and prompting engagement on platforms like Facebook and Twitter. If you use changelog tools like Beamer to announce product updates in-app, why not make the same announcement on social and email feeds at the same time?
To ensure you never miss a chance to announce a new update or ask for user feedback, you can use one of these Zaps to create social or email posts directly from Beamer.
Post new Beamer posts to your Facebook Page
Beamer + Facebook Pages
More details
If you want to engage with your Facebook Page audience, you need to constantly be posting new content, but coming up with new content isn't easy. Let Zapier do the hard work for you! With this integration, whenever you publish a new post on Beamer, Zapier will publish the post on your Facebook Page, automatically!
Create new Mailchimp campaigns for new Beamer posts
Beamer + Mailchimp
More details
When you post in Beamer, maybe you need to followup via email. This integration will create a new Mailchimp campaign for new posts in your Beamer account.
Track progress in project management tools
Even though they're different, an efficient product management team needs both product management and project management tools.
Product management tools help you research, set a product development strategy, and collect and integrate customer feedback. Project management tools, on the other hand, are more universal and focus on breaking projects into tasks, assigning tasks to team members, and monitoring each task's progress.
But this means you're likely dealing with at least two (if not more) apps to track your team's workflows and tasks. Copying over information and updates from one app to another can be a serious drain on your team's time while risking important information falling through the cracks.
Instead, use one of these Zaps to make sure no matter which project management tools your organization uses, everyone is on the same page about your team's progress.
Send channel messages in Microsoft Teams for new visitors in Pendo reports
Pendo + Microsoft Teams
More details
Often it’s helpful to be notified of new visitors in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new visitors and additional metadata (i.e. First Visit Date, Associated Account, Email, etc.) from your Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Teams instance.
Post Process Street task activity to Google Sheets
Process Street + Google Sheets
More details
Need to keep a record of tasks you've completed or recurring tasks to hold on to for the future? Create a database of your checked tasks by integrating Process Street and Google Sheets.
Create Trello cards for checked off tasks in Process Street
Process Street + Trello
More details
If you're using Trello to organize your project and Process Street for smaller, recurring tasks, update both simultaneously using Zapier. This Process Street-Trello integration automatically adds Trello cards to any list on any board you have access to.
Create Airtable records for new tasks checked in Process Street
Process Street + Airtable
More details
When you are completing tasks on your list, you may want to capture the details in your database. This integration helps by automatically creating an Airtable record with info from a new checked task in Process Street. It's never been easier to keep track of your completed tasks.
Add selected fields from new completed SafetyCulture audits to spreadsheet rows in Google Sheets
SafetyCulture + Google Sheets
More details
You may want to capture information from your team's audits in a Google Sheet, but only from specific audit fields. This integration between SafetyCulture by SafetyCulture and Google Sheets ensures that a new row is created each time an audit is completed from a chosen template, automatically ready to receive your key information.
Update product management tools from your other apps
What if you want to assign tasks, add context, or create new priorities without opening your product management app? There are several ways you can use automation to send information to apps like Productboard or Shortcut directly from your other most-used tools.
From team chat
If your team lives in Slack, that's probably the place where a lot of your discussions, assignments, and ideas originate.
Instead of copying and pasting from one app to another, save yourself some time and bandwidth by using one of these zaps to send new messages fitting a certain description to your product management app automatically.
Create Productboard notes for new Slack messages posted to a channel
Slack + Productboard
More details
When you receive product feedback via your chat tool, you'll want the details added to your product management tool. This integration helps by automatically creating a Productboard note with the details from a new message posted to a specific channel in Slack. You won't have to copy and paste product feedback details from your messages again.
Add new Slack messages posted to channel as Clubhouse Stories
Slack + Shortcut
More details
Want to keep track of every message posted to a Slack channel? Zapier's Slack and Clubhouse integration can track this for you. Set up this automation and a message is posted to a defined channel, a Clubhouse story will be created.
From forms
Collecting customer feedback is one crucial element of product management. Your team needs to gather information on what customers like (and don't like) about a new product experience—which means you should make it as easy as possible for customers to provide feedback.
You might opt for a form builder like Google Forms or Typeform, but you need a reliable way to translate those accumulated responses into actionable notes in your product management app. Zaps like the ones below let you create new stories or notes from new form responses.
Add new Google Forms responses as Clubhouse Stories
Google Forms + Shortcut
More details
Want to keep track of every new response in Google Forms? Zapier's Google Forms and Clubhouse integration can track this for you. Set up this automation and whenever a new response is added to a Google Forms spreadsheet, a Clubhouse story will be created.
Add new Typeform entries as feedback notes on productboard
Typeform + Productboard
More details
Why bother adding those Typeform responses to productboard yourself when Zapier automation can bring them in for you? Once active, this Typeform-productboard will watch for any new entries on your Typeform, automatically creating a new feedback note on productboard with all the information from every response so all you have to do is work through all those ideas and suggestions.
From other tools
No matter what tool your team uses, there's a way to simplify the process of sending ideas and tasks to your product management app.
Whether you use GitHub to track software issues or map your product development strategy on a Trello board, these Zaps can send the right information to your product management tool.
Add new GitHub issues as Clubhouse Stories
GitHub + Shortcut
More details
Want to keep track of every new GitHub issue? Zapier's GitHub and Clubhouse integration can track this for you. Set up this automation and whenever a new GitHub issue is added, a Clubhouse story will be created.
Add new Trello cards as Clubhouse Stories
Trello + Shortcut
More details
Want to keep track of every new Trello card? Zapier's Trello and Clubhouse integration can track this for you. Set up this automation and whenever a new Trello card is added, a Clubhouse story will be created.
Add new Google Sheets rows to productboard as feedback notes
Google Sheets + Productboard
More details
Don't let those great ideas sit in your Google Sheet any longer than they need to—use Zapier automation to bring them into productboard automatically! This Google Sheets-productboard integration will keep an eye on any Google Sheet you like, triggering with each new row added from a form or otherwise and automatically sending the information to productboard where a new feedback note will be created for you.
Add new Google Sheets rows as Clubhouse Stories
Google Sheets + Shortcut
More details
Want to keep track of every row added to your Google Sheet Spreadsheet? Zapier's Google Sheets and Clubhouse integration can track this for you. Set up this automation and whenever a row is added to a defined spreadsheet, a Clubhouse story will be created.
Make product management easier with automation
Product managers wear many hats, like researcher, strategist, software developer, and customer success specialist—just to name a few! That's why it's not unusual for your team to have a large, overlapping tech stack.
With Zapier, you can design automated workflows to help avoid data overload and ensure important information doesn't slip through the cracks.
Connect your team's product management tool to your other most-used apps to keep your team updated, send product updates to your customers, and ensure your organization's project management apps are always up to date.
And this is just the start of what you can do. Visit our App Directory to discover more ways you can automate your product management.
