Productboard
When this happens...
SalesforceNew Case
Then do this...
ProductboardCreate Note

If your company is collecting all customer details through Salesforce, it would be most helpful for you to bring that data into productboard. Use this Zapier workflow to bring that feedback into productboard whenever a new case is created in Salesforce. Salesforce cases are particular fields for customer requests, therefore, connecting that information with productboard will significantly help your product team.

How it works

  1. A new case is created in Salesforce
  2. A new note is created in productboard

Apps involved

  • Salesforce account
  • productboard account

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new note is created.

Create Note

Creates a new note.

New Feature

Triggers when a new feature is created.

Create Feature

Creates a new feature.

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 Note

Triggers when a new note is created.

Create Custom Object

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

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

Learn More

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

See Salesforce Integrations