How can I filter for opportunities lost in a specific period?

DryMerge allows you to filter opportunities based on the time period they were lost. Specify the relevant time frame, and DryMerge will handle the filtering.

Can I use this with Pipedrive instead of Salesforce?

Yes, this workflow can be adapted for Pipedrive. Provide the necessary changes, and DryMerge will configure the automation for you.

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

Sales analysts and product managers use this to track and analyze lost opportunities, helping in strategizing and improving sales techniques.

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Productboard + Salesforce

Track Lost Salesforce Opportunities in Productboard

Keep your product team informed about lost opportunities by logging them as insights in Productboard. This ensures teams can analyze and learn from lost opportunities to improve strategies.

Lost Opportunity

Triggers when an opportunity is marked as lost in Salesforce.

Log as Insight

Logs the lost opportunity details as an insight in Productboard.

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

Notify Team of Salesforce Upsell Opportunities in Productboard

Productboard + Salesforce

Capture Salesforce Churn 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, "Track lost Salesforce opportunities in Productboard"

Track lost Salesforce opportunities 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.