How can I filter for specific contacts in Zoho CRM?

You can set criteria to filter contacts based on their role, industry, or other attributes, ensuring only relevant contacts trigger user creation.

Can I customize the user details in Productboard?

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

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

This automation is handy for sales and customer success teams to streamline and manage the onboarding of new leads effectively.

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Productboard + Zoho CRM

Sync Zoho CRM Contacts with Productboard Users

Streamline your user management by creating Productboard users for new contacts added in Zoho CRM. This ensures your team can quickly onboard and engage with new leads.

New Contact

Triggers when a new contact is added in Zoho CRM.

Create User

Create a user with contact details.

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

or pick a common variation below

Create Zoho CRM Contacts from Productboard Notes

Productboard + Zoho CRM

Create Zoho CRM Tasks for Productboard Ideas

Productboard + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Zoho CRM contacts with Productboard users"

Sync Zoho CRM contacts with Productboard users

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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