How can I filter for key deals only?

DryMerge allows filtering for key deals based on specified criteria. Define what constitutes a key deal, and DryMerge will set this up.

Can I use this with Monday.com instead of Productboard?

Yes, this automation can be adjusted for use with Monday.com. Specify your requirements and DryMerge will make the necessary changes.

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

Sales executives and product managers use this automation to ensure that significant sales activities are communicated effectively to the product development team.

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Productboard + Salesforce

Notify Team of Important Salesforce Deals in Productboard

Keep your product development team in the loop by notifying them of important Salesforce deals via Productboard insights. This helps align priorities and ensures key stakeholders are aware of significant sales activities.

Important Salesforce Deal

Triggers when an important deal is identified in Salesforce.

Create Productboard Insight

Posts details of the important deal as an insight in Productboard.

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

Sync Salesforce Leads with Productboard Insights

Productboard + Salesforce

Send Automated Alerts for Critical Salesforce Data 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, "Notify team of important Salesforce deals in Productboard"

Notify team of important Salesforce deals in Productboard

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.