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.

Home Contact Pricing Apps Blog

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.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

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.