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.

New Productboard Feature

Triggers when a new feature is created in Productboard

Updated Productboard Feature

Triggers when a feature is updated in Productboard

New Productboard Comment

Triggers when a new comment is added to a feature in Productboard

New Productboard Roadmap

Triggers when a new roadmap is created in Productboard

New Productboard Release

Triggers when a new release is created in Productboard

New Productboard User

Triggers when a new user is added to Productboard

Create Feature

Creates a new feature in Productboard

Update Feature

Updates an existing feature in Productboard

Delete Feature

Deletes a feature from Productboard

Create Comment

Creates a new comment on a feature in Productboard

Update Comment

Updates an existing comment on a feature in Productboard

Delete Comment

Deletes a comment from a feature in Productboard

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.