Kanban Tool + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Kanban Tool and Salesforce, with as many as 33 possible integrations. Are you ready to find your productivity superpowers?
Create new Kanban Tool cards for new opportunities on Salesforce
Need a little help visualizing and managing all those new potentials coming in through Salesforce? This Salesforce Kanban Tool integration should do nicely for that. After being set up it will begin watching Salesforce, triggering for every new opportunity added to the system and adding a new card to Kanban Tool in response. This automation will continue passing your data along diligently as long as you leave it on, so start thinking how to use that free time to follow through on all those leads.
How It Works
- A new opportunity is added on Salesforce
- Zapier automatically adds a new Kanban Tool card
What You Need
- Salesforce account
- Kanban Tools account
It's easy to connect Kanban Tool + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new card is added.
Adds card to Kanbantool from another your service
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
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