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Sync Productboard feature requests to Zoho CRM as leads, closing the loop on product feedback. Latenode’s visual editor and affordable execution-based pricing make complex workflows simple and scalable.
Connect Productboard and Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Productboard and Zoho 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 Zoho CRM will be your first step. To do this, click "Choose an app," find Productboard or Zoho 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 Zoho CRM Node
Next, click the plus (+) icon on the Productboard node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Productboard and Zoho 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 Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho CRM
Trigger on Webhook
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Productboard
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Productboard, Zoho 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Productboard and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Productboard + Zoho CRM + Slack: When a new feature is created in Productboard, a corresponding object is created in Zoho CRM. Then, a message is sent to a specified Slack channel to notify the relevant sales team about the new feature and its associated Zoho CRM object.
Google Sheets + Zoho CRM + Productboard: When a new row is added to a Google Sheet, the information is used to update an object in Zoho CRM. Subsequently, a feature is created in Productboard based on the updated information from Zoho CRM, reflecting sales feedback.
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 Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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How can I connect my Productboard account to Zoho CRM using Latenode?
To connect your Productboard account to Zoho CRM on Latenode, follow these steps:
Can I automatically update Zoho CRM contacts with Productboard feature requests?
Yes, you can! Latenode allows seamless data transfer, triggering updates in Zoho CRM whenever feature requests are updated in Productboard. This ensures sales has up-to-date customer insights.
What types of tasks can I perform by integrating Productboard with Zoho CRM?
Integrating Productboard with Zoho CRM allows you to perform various tasks, including:
How does Latenode handle Productboard's API rate limits?
Latenode intelligently manages API calls, using queues and error handling to minimize impact from Productboard API limits, ensuring smooth, uninterrupted data flows.
Are there any limitations to the Productboard and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: