Planview Leankit + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Planview Leankit and Salesforce, with as many as 158 possible integrations. Are you ready to find your productivity superpowers?
Create LeanKit cards from Salesforce custom objects
Your team can easily create LeanKit tasks in Salesforce just by adding a new custom object. Once set up, each time a new custom object is created in Salesforce, Zapier will create a new card in LeanKit. Take your team's performance up a notch with this automation.
How It Works
- New custom object is created in Salesforce
- Zapier creates a new card in LeanKit
What You Need
- Salesforce account
- LeanKit account
It's easy to connect Planview Leankit + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
A card has been moved within a board.
Create a Comment on a Card using its External ID. (LeanKit Portfolio Edition Only)
A new card has been created.
Create a Comment on a Card.
Triggers when a new lead is created.
Update an existing Card.
Triggers when a new custom object (of the type you choose) is created.
Move a Card, using its External ID, from one Lane to another in the same Board. (LeanKit Portfolio Edition Only)
Triggers when a new contact is created.
Move a Card from one Lane to another in the same Board.
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