When this happens...
SalesforceNew Opportunity
Then do this...
Kanban ToolCreate Card

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

  1. A new opportunity is added on Salesforce
  2. Zapier automatically adds a new Kanban Tool card

What You Need

  • Salesforce account
  • Kanban Tools account
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Kanban Tool + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Card

Triggers when a new card is added.

Create Card

Adds card to Kanbantool from another your service

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

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Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations