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Productboard + Salesforce

Create Productboard notes from updated Salesforce records

Keep your Productboard notes up to date with this Salesforce-Productboard integration. Whenever a field is updated on a Salesforce record, a new note will be created in Productboard, ensuring all relevant information is instantly available. This streamlined workflow saves time and makes it easier to maintain accurate documentation across both platforms.

Keep your Productboard notes up to date with this Salesforce-Productboard integration. Whenever a field is updated on a Salesforce record, a new note will be created in Productboard, ensuring all relevant information is instantly available. This streamlined workflow saves time and makes it easier to maintain accurate documentation across both platforms.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    ProductboardProductboard
    Create Note

    Triggers when a new note is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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.
Learn more

Related categories

  • Product Management
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Related Zap Templates

Related Zap Templates

  • Add customer feedback from new Salesforce cases to Productboard as notes

 

  • Create new Salesforce records when new features are added in Productboard

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