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Miro + Salesforce

Create Miro cards from new Salesforce records effortlessly

Boost your project management with seamless workflow between Salesforce and Miro. When you create a new record in Salesforce, this workflow will smartly generate a card in Miro, saving you time and keeping your workflow seamless. It's an ideal solution for those aiming to enhance their productivity by quickly transforming Salesforce records into visual aids in Miro.

Boost your project management with seamless workflow between Salesforce and Miro. When you create a new record in Salesforce, this workflow will smartly generate a card in Miro, saving you time and keeping your workflow seamless. It's an ideal solution for those aiming to enhance their productivity by quickly transforming Salesforce records into visual aids in Miro.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    MiroMiro
    Create Card

    Creates a new card on a board

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Miro

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

Related categories

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About Salesforce

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