How can I filter for churn within a specific period?

DryMerge allows filtering churn data based on specific time periods. Define the time frame, and DryMerge will manage the filtering accordingly.

Can I use this with Freshsales instead of Salesforce?

Yes, this workflow can be adapted for Freshsales. Provide the necessary changes and DryMerge will handle the configuration.

Which people use this automation? What do they use it for?

Customer success teams and sales analysts use this to understand customer churn reasons and strategize on improving retention.

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Productboard + Salesforce

Capture Salesforce Churn Data in Productboard

Automatically log customer churn data captured in Salesforce as insights in Productboard. This helps your team analyze the reasons behind churn and take proactive measures to improve customer retention.

New Churn Data

Triggers when new churn data is recorded in Salesforce.

Log Insight

Creates a new insight in Productboard with the churn details.

See more Productboard to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Capture Salesforce Customer Feedback in Productboard

Productboard + Salesforce

Log Salesforce Contacts as Productboard Insights

Productboard + Salesforce

Track Lost Salesforce Opportunities in Productboard

Productboard + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Capture Salesforce churn data in Productboard"

Capture Salesforce churn data in Productboard

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Productboard + Salesforce.

New Productboard Feature

Triggers when a new feature is created in Productboard

Updated Productboard Feature

Triggers when a feature is updated in Productboard

New Productboard Comment

Triggers when a new comment is added to a feature in Productboard

New Productboard Roadmap

Triggers when a new roadmap is created in Productboard

New Productboard Release

Triggers when a new release is created in Productboard

New Productboard User

Triggers when a new user is added to Productboard

Create Feature

Creates a new feature in Productboard

Update Feature

Updates an existing feature in Productboard

Delete Feature

Deletes a feature from Productboard

Create Comment

Creates a new comment on a feature in Productboard

Update Comment

Updates an existing comment on a feature in Productboard

Delete Comment

Deletes a comment from a feature in Productboard

App details

Productboard

Productboard is a product management system that helps teams understand what customers need, prioritize what to build, and rally everyone around the roadmap. Gather insights, prioritize features, and share product plans.