Productboard + Salesforce
Add customer feedback from new Salesforce cases to Productboard as notes
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.
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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Note
Triggers when a new note is created.
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