Airtable + Productboard + Salesforce Integrations

How to connect Airtable + Productboard + Salesforce

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Choose an Action

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Do even more with Airtable + Productboard + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Airtable, Productboard, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search or write
New Feature
Triggers when a new feature is created.
Trigger
Scheduled
Try It

- Feature OwnerRequired
- Feature NameRequired
- Feature Product
- Feature Description
- Feature StatusRequired
- Feature Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
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
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Note Title
- Note Content
- Note OwnerRequired
- Said by (User Name)
- Said by (User E-Mail)
- Said By (User External ID)
- Note StatusRequired
- Note Tags
- Company domain
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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How Airtable + Productboard + Salesforce Integrations Work

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

Connect apps

Connect Airtable + Productboard + Salesforce

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more Help

Related categories

Databases

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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

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Airtable + Productboard + Salesforce Integrations

How to connect Airtable + Productboard + Salesforce

Do even more with Airtable + Productboard + Salesforce

New Record

Create Record

Create or Update Record

Update Record

Find Many Records (With Line Item Support)

Find or Create Record(s) (With Line Item Support)

New Feature

Create Feature

API Request (Beta)

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

New or Updated Record

Create Records (With Line Item Support)

Delete Record

API Request (Beta)

Find Record

Find or Create Record

New Note

Create Note

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

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