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Quickly connect Salesforce to Miro with a Zapier template.

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Update Miro cards when fields on Salesforce records are updated
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Salesforce + Miro
Create Miro cards from new Salesforce records effortlessly
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Create Miro cards from new Salesforce contacts
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Salesforce + Miro

Update Miro cards when fields on Salesforce records are updated

Details

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Salesforce + Miro

Create Miro cards from new Salesforce records effortlessly

Details

Try it

Salesforce + Miro

Create Miro cards from new Salesforce contacts

Details

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Salesforce + Miro

How Zapier works

Zapier makes it easy to integrate Salesforce with Miro - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Copy Board" in Miro.

You’re connected!

Zapier seamlessly connects Salesforce and Miro, automating your workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to Miro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Salesforce + Miro integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Miro

How does the Salesforce and Miro integration work?

Our integration allows you to automate workflows between Salesforce and Miro using triggers and actions. For instance, you can set up a trigger in Salesforce that automatically creates a new Miro board, or updates an existing one when a specific event occurs, like closing a deal.

What types of triggers are available for the Salesforce-Miro integration?

You can use various triggers such as 'New Record' or 'Updated Record' in Salesforce to initiate actions in Miro. Whenever these events occur in Salesforce, they can trigger automated tasks like creating or updating boards within Miro.

Can I update a Miro board when information is changed in Salesforce?

Yes, setting an 'Updated Record' trigger in Salesforce allows changes to reflect on your specified Miro boards. This ensures your visuals are always up-to-date with the latest data from your sales pipeline or customer relationships.

Are there any pre-set templates available for this integration?

Our system provides pre-configured templates that simplify setting up common workflows between Salesforce and Miro. These templates typically include popular triggers and actions that can be customized to suit specific needs.

Do I need technical skills to set up the integration?

No technical skills are required to set up this integration. We have made it user-friendly with simple, intuitive interfaces where you can choose your triggers and actions without needing to write any code.

What happens if there's an error during automation between platforms?

If an error occurs while automating between Salesforce and Miro, our tool provides detailed logs and alerts. You can review these logs to identify issues with triggers or actions and make necessary adjustments.

How secure is the data exchanged between Salesforce and Miro through the integration?

We prioritize data security by ensuring all information passed between Salesforce and Miro is encrypted using industry-standard protocols. Additionally, we comply with major security certifications to protect your sensitive data.

Connect Salesforce and Miro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Name
- Description
- Global Access
- Team Access
- Organization Access
- Link/Invite Access
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Board_id
  Required
- Name
- Description
- Global Access
- Team Access
- Organization Access
- Link/Invite Access
Action
Write
- Board_id
  Required
- Frame
- Note Title
  Required
- Link
- Description
- Due Date
- Border Color
Action
Write

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Miro on the Zapier blog

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Miro

Miro (formerly RealtimeBoard) is an intuitive visual collaboration and whiteboarding platform for cross-functional teams.

Related categories

Team Collaboration

Connect Salesforce to Miro on the world's largest no-code automation platform

Explore Salesforce + Miro Integrations

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Explore Salesforce + Miro Integrations

webhook

Connect Salesforce and Miro to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Update Miro cards when fields on Salesforce records are updated

Create Miro cards from new Salesforce records effortlessly

Create Miro cards from new Salesforce contacts

Update Miro cards when fields on Salesforce records are updated

Create Miro cards from new Salesforce records effortlessly

Create Miro cards from new Salesforce contacts

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Salesforce + Miro integrations

Connect Salesforce and Miro to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

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