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.

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.