Create new Kanban Tool cards for new opportunities on Salesforce

Need a little help visualizing and managing all those new potentials coming in through Salesforce? This Salesforce Kanban Tool integration should do nicely for that. After being set up it will begin watching Salesforce, triggering for every new opportunity added to the system and adding a new card to Kanban Tool in response. This automation will continue passing your data along diligently as long as you leave it on, so start thinking how to use that free time to follow through on all those leads.

How It Works

  1. A new opportunity is added on Salesforce
  2. Zapier automatically adds a new Kanban Tool card

What You Need

  • Salesforce account
  • Kanban Tools account
Create new Kanban Tool cards for new opportunities on Salesforce
Salesforce integration logo

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

Kanban Tool integration logo

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

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