How to connect Productboard and Close CRM
Create a New Scenario to Connect Productboard and Close CRM
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Productboard, triggered by another scenario, or executed manually (for testing purposes). In most cases, Productboard or Close CRM will be your first step. To do this, click "Choose an app," find Productboard or Close CRM, and select the appropriate trigger to start the scenario.

Add the Productboard Node
Select the Productboard node from the app selection panel on the right.


Productboard

Configure the Productboard
Click on the Productboard node to configure it. You can modify the Productboard URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Productboard node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.


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Close CRM

Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Productboard and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Productboard and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Productboard
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Webhook response

Save and Activate the Scenario
After configuring Productboard, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Productboard and Close CRM integration works as expected. Depending on your setup, data should flow between Productboard and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Productboard and Close CRM
Productboard + Close CRM + Slack: When a feature request is created in Productboard, search for leads related to the feature request in Close CRM and send a Slack message to a designated channel.
Close CRM + Productboard + Jira: When a deal closes in Close CRM, create a note in Productboard to review related feature requests and create a task in Jira to track the review process.
Productboard and Close CRM integration alternatives

About Productboard
Sync Productboard insights into Latenode to automate product development workflows. Track feature requests, prioritize tasks, and trigger actions in other apps (like Jira or Slack) based on user feedback. Build custom reports and alerts using Latenode's visual editor, making feedback actionable across teams without manual data wrangling.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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See how Latenode works
FAQ Productboard and Close CRM
How can I connect my Productboard account to Close CRM using Latenode?
To connect your Productboard account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Productboard and click on "Connect".
- Authenticate your Productboard and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Productboard insights?
Yes, you can! Latenode allows you to automate lead creation, ensuring seamless data flow and helping your sales team act on product feedback faster. Scale effortlessly with advanced logic.
What types of tasks can I perform by integrating Productboard with Close CRM?
Integrating Productboard with Close CRM allows you to perform various tasks, including:
- Create new Close CRM leads from newly submitted Productboard insights.
- Update Close CRM opportunity stages based on Productboard feature prioritization.
- Automatically log Productboard feedback within Close CRM contact notes.
- Trigger email sequences in Close CRM based on Productboard feature releases.
- Sync company information between Productboard and Close CRM accounts.
How can I use JavaScript to transform data between Productboard and Close CRM?
Latenode lets you use JavaScript code blocks to customize data transformations. This ensures precise mapping and manipulation, exceeding the capabilities of basic integrations.
Are there any limitations to the Productboard and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Productboard and Close CRM is not supported.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the Productboard and Close CRM APIs apply.