How can I filter for important emails in Zoho CRM?

DryMerge allows you to filter emails by various attributes such as sender, subject, and keywords, ensuring only pertinent emails are noted in Productboard.

Can I choose specific emails to create notes for in Productboard?

Yes, you can set criteria for which emails should trigger the creation of a note in Productboard. DryMerge can filter emails based on sender, subject, or keywords.

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

This automation is frequently used by sales and product teams to maintain a seamless flow of information regarding customer communication, aiding in better product decisions.

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Productboard + Zoho CRM

Create Productboard Notes from Zoho CRM Emails

Ensure all email communications with leads are reflected in Productboard by creating a note for every email logged in Zoho CRM. This allows your development team to understand customer needs better and prioritize accordingly.

Logged Zoho CRM Email

Triggers when an email is logged in Zoho CRM.

Create Note

Create a note with email content.

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

or pick a common variation below

Create Productboard Notes for Zoho CRM Leads

Productboard + Zoho CRM

Create Productboard Features from Zoho CRM Deals

Productboard + Zoho CRM

Sync Productboard Notes with Zoho CRM Contacts

Productboard + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Productboard notes from Zoho CRM emails"

Create Productboard notes from Zoho CRM emails

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 + Zoho CRM.

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.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

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