How can I filter for leads from specific regions?

DryMerge lets you filter Salesforce leads based on region. Provide the specific regions you want to filter, and DryMerge will handle the rest.

Can I use this with Zendesk instead of Salesforce?

Yes, you can use this with Zendesk instead of Salesforce. Describe the necessary changes, and DryMerge will configure the automation to make it work with Zendesk.

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

Sales managers and product teams use this automation to ensure relevant customer insights are shared across departments.

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Productboard + Salesforce

Sync Salesforce Leads with Productboard Insights

Effortlessly maintain alignment between your sales and product teams by adding details of new Salesforce leads to Productboard. This workflow ensures that valuable customer information is shared across teams, leading to informed decision-making and enhanced customer experiences.

New Salesforce Lead

Triggers when a new lead is added in Salesforce.

Add to Productboard

Creates a new insight in Productboard.

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

or pick a common variation below

Sync Salesforce Contact Notes with Productboard Insights

Productboard + Salesforce

Update Salesforce Accounts with Productboard User Feedback

Productboard + Salesforce

Link Salesforce Opportunities with 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 leads with Productboard insights"

Sync Salesforce leads 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.