Planview Leankit
When this happens...
SalesforceNew Custom Object
Then do this...
Planview LeankitNew - Add Card

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

  1. New custom object is created in Salesforce
  2. Zapier creates a new card in LeanKit

What You Need

  • Salesforce account
  • LeanKit account

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,500+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

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

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

A card has been moved within a board.

New - Add a Comment By External ID

Create a Comment on a Card using its External ID. (LeanKit Portfolio Edition Only)

New - Card Created

A new card has been created.

New - Add a Comment

Create a Comment on a Card.

New Lead

Triggers when a new lead is created.

New - Update Card

Update an existing Card.

New Custom Object

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

New - Move Card Within a Board By External ID

Move a Card, using its External ID, from one Lane to another in the same Board. (LeanKit Portfolio Edition Only)

New Contact

Triggers when a new contact is created.

New - Move Card Within a Board

Move a Card from one Lane to another in the same Board.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Push new Cards, Card moves, and Card updates to your instance of Planview LeanKit.

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

See Salesforce Integrations