Salesforce + Planview Leankit Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Planview Leankit.


Get started with workflows like: Create LeanKit cards from Salesforce custom objects. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + Planview Leankit in Minutes

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

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Card Entered a Specific Lane

Triggers when a card enters a specified lane.

Card Created on Board

Triggers when a card is created anywhere on a board.

Card Updated on Board

Triggers when a card is updated anywhere on a board.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Card Created in a Specific Lane

Triggers when a card is created in a specific lane.

Card Moved on a Board

Triggers when a card moves to/from any lane on a board.

How Salesforce + Planview Leankit Integrations Work

  1. Step 1: Authenticate Salesforce + Planview Leankit.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Salesforce + Planview Leankit