How can I filter notes by contact type?

DryMerge allows you to filter notes based on the type of contact. Specify the types of contacts, and DryMerge will do the filtering.

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

Yes, this workflow can be configured for Monday.com. Provide the necessary changes and DryMerge will adjust the setup accordingly.

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

Sales and product development teams use this to ensure that detailed customer insights are shared for better product alignment and strategy.

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Productboard + Salesforce

Sync Salesforce Contact Notes with Productboard Insights

Keep your product team informed by syncing detailed notes from Salesforce contacts to Productboard insights. This ensures that customer interactions are aligned with product development strategies.

New Contact Note

Triggers when a new note is added to a contact in Salesforce.

Log Insight

Creates a new insight in Productboard using the contact note details.

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

or pick a common variation below

Link Salesforce Opportunities with Productboard Insights

Productboard + Salesforce

Sync Salesforce Leads with Productboard Insights

Productboard + Salesforce

Log Salesforce Contacts as Productboard Insights

Productboard + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Salesforce contact notes with Productboard insights"

Sync Salesforce contact notes with Productboard insights

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.