How can I filter leads by qualification criteria?

DryMerge allows you to filter leads based on specific qualification criteria. Define the criteria, and DryMerge will set up the filtering for you.

Can I use this with Asana instead of Productboard?

Yes, this workflow can be adapted for Asana. Provide the needed changes and DryMerge will configure the automation for you.

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

Sales teams and business development representatives use this to efficiently manage new leads, ensuring prompt follow-ups and greater conversion rates.

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Productboard + Salesforce

Create Actionable Tasks in Productboard from Salesforce Leads

Quickly convert new Salesforce leads into actionable tasks in Productboard. This ensures your team can act on new leads efficiently and improves the follow-up process.

New Qualified Lead

Triggers when a new qualified lead is identified in Salesforce.

Create Task

Generates a task in Productboard to follow up on the lead.

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

or pick a common variation below

Notify Stakeholders About Major Salesforce Updates in Productboard

Productboard + Salesforce

Record Customer Complaints from Salesforce into Productboard

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, "Create actionable tasks in Productboard from Salesforce leads"

Create actionable tasks in Productboard from Salesforce leads

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.