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Quickly connect Productboard to Salesforce with a Zapier template.

Our most popular template

Add customer feedback from new Salesforce cases to Productboard as notes
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Salesforce + Productboard
Create Productboard notes from updated Salesforce records
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Salesforce + Productboard
Create new Salesforce records when new features are added in Productboard
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Productboard + Salesforce

Add customer feedback from new Salesforce cases to Productboard as notes

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Details

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Salesforce + Productboard

Create Productboard notes from updated Salesforce records

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Salesforce + Productboard

Create new Salesforce records when new features are added in Productboard

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Productboard + Salesforce

How Zapier works

Zapier makes it easy to integrate Productboard with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Productboard

A trigger is an event that starts your Zap and runs the workflow. For example, with Productboard, a trigger could be "New Feature."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Productboard to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Productboard to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Productboard + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Productboard and Salesforce

How do I integrate Productboard with Salesforce?

To integrate Productboard with Salesforce, you can use our integration platform by setting up triggers in Productboard that send specific data to Salesforce when certain conditions are met. For instance, you might set a trigger for when a new feature is added to automatically create a matching record in Salesforce.

What kind of data can be synchronized between Productboard and Salesforce?

You can synchronize various types of data, such as feature requests, customer feedback, and product roadmaps from Productboard into corresponding fields in Salesforce. The synchronization can happen through triggers like 'new feature creation' or 'update to user story' in Productboard.

Are there pre-defined actions available when integrating with Salesforce?

Yes, there are several pre-defined actions available. You can automate tasks such as creating or updating records based on changes made within your Productboard account or customer interactions captured within Salesforce.

Can I trigger workflows in Salesforce based on events in Productboard?

Certainly, you can set up workflows in Salesforce that are triggered by events in Productboard. For example, updating a product's status in Productboard could trigger a notification workflow for your sales team within Salesforce.

Do I need technical skills to set up the integration between Productboard and Salesforce?

While having technical skills may be helpful, it's not necessary. Our integration guides provide step-by-step instructions that allow even non-technical users to configure the needed connections and automations.

Can I use custom fields from both platforms during the integration setup?

Yes, our integration allows for mapping custom fields from both Productboard and Salesforce. This ensures that all unique aspects of your data are preserved during synchronization.

What should I do if the integration isn’t working properly?

If you encounter issues with the integration, check both platforms for configuration errors or reach out to our support team for guidance on troubleshooting common issues related to triggers and actions.

Connect Productboard and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Feature
Triggers when a new feature is created.
Trigger
Scheduled
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- Feature Owner
  Required
- Name
- Feature Product
- Feature Description
- Feature Status
  Required
- Feature Tags
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Feature Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

New Note
Triggers when a new note is created.
Trigger
Scheduled
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- Name
- Note Content
- Note Owner
  Required
- Said by (User Name)
- Said by (User E-Mail)
- Said By (User External ID)
- Feature Status
  Required
- Feature Tags
- Company domain
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Feature Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Productboard on the Zapier blog

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About Productboard

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

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