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Add customer feedback from new Salesforce cases to productboard as notes

  1. When this happensStep 1: New Case

  2. Then do thisStep 2: Create 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
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Connect Productboard + Salesforce in Minutes

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

All Triggers & Actions

New Feature

Triggers when a new feature is created.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

New Note

Triggers when a new note is created.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

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

New Event

Triggers when a new event is created.

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