How can I filter for specific types of notes in Productboard?

You can set filters to trigger only when specific types of notes are added in Productboard. Describe your filter criteria, and DryMerge will implement it.

Can I customize the contact details in Zoho CRM?

Yes, you can specify which details from the Productboard note should be included in the Zoho CRM contact.

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

This automation is handy for customer support and sales teams. They use it to ensure that all customer insights are efficiently captured and utilized in their CRM.

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Productboard + Zoho CRM

Create Zoho CRM Contacts from Productboard Notes

Ensure your product development roadmap is driven by real customer insights. Whenever a note is added in Productboard, create a corresponding contact in Zoho CRM to keep your communications well-organized.

New Productboard Note

Triggers when a new note is added in Productboard.

Create Contact

Create a contact with note details.

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

or pick a common variation below

Create Zoho CRM Tasks for Productboard Comments

Productboard + Zoho CRM

Create Zoho CRM Tasks for Productboard Ideas

Productboard + Zoho CRM

Sync Zoho CRM Contacts with Productboard Users

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 Zoho CRM contacts from Productboard notes"

Create Zoho CRM contacts from Productboard notes

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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Get Started with DryMerge

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