Skip to content

ProductPlan + Salesforce Essentials

ProductPlan + Salesforce Essentials

ProductPlan + Salesforce Essentials integrations

Update records in Salesforce Essentials when ProductPlan bars are updated

Connect your ProductPlan roadmap updates with customer records in Salesforce Essentials. When bars are updated in ProductPlan, this updates any relevant records in Salesforce Essentials with the new information. This is one way to associate roadmap changes with the customers that will be impacted by them.

When this happens...
Roadmap Bar UpdatedTriggers when a bar on a roadmap is updated.
TriggerPolling
automatically do this...
Find RecordFinds a record of a specified Salesforce object by a field and value you choose.
ActionSearch
then do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with ProductPlan and Salesforce Essentials

Discover other triggers and actions you can use with ProductPlan and Salesforce Essentials

- Roadmap
  Required
Trigger
Polling
Try It
- Roadmap
  Required
Trigger
Polling
Try It
- Roadmap
- Body
  Required
Action
Write
- Roadmap
- Title
- Description
- Strategic Value
- Notes
- Start Date
- End Date
- Percent Done
- Effort
- Tags
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It

- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

- Roadmap
  Required
Trigger
Polling
Try It
Roadmap Updated
Triggers when a roadmap is updated.
Trigger
Polling
Try It
- Roadmap
  Required
- Title
  Required
- Description
- Strategic Value
- Notes
- Start Date
- End Date
- Percent Done
- Effort
- Tags
Action
Write
- Roadmap
  Required
- Title
  Required
Action
Search
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

About ProductPlan

ProductPlan is a roadmap platform that aligns your team so you can build what matters.

Related categories

Product Management

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier