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.

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

Create Zoho CRM Contact

Creates a new contact in Zoho CRM

Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

Get Zoho CRM Contact

Retrieves details of a specific contact from Zoho CRM

Create Zoho CRM Account

Creates a new account in Zoho CRM

Update Zoho CRM Account

Updates an existing account in Zoho CRM

Get Zoho CRM Account

Retrieves details of a specific account from Zoho CRM

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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