Productboard and Zoho CRM Integration

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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.

Swap Apps

Productboard

Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and Zoho CRM

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.

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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.

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Run node once

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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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.

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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.

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Run node once

Set Up the Productboard and Zoho 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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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.

Most powerful ways to connect Productboard and Zoho CRM

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.

Productboard and Zoho 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.

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.

See how Latenode works

FAQ Productboard and Zoho CRM

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Productboard and click on "Connect".
  • Authenticate your Productboard and Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new Zoho CRM leads from Productboard feedback submissions.
  • Update existing Zoho CRM contact details with Productboard insights.
  • Trigger email notifications via Zoho CRM when Productboard features are prioritized.
  • Sync Productboard feature request status to Zoho CRM deal stages.
  • Generate reports in Zoho CRM based on Productboard customer feedback.

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:

  • Historical data migration from Productboard to Zoho CRM may require custom scripting.
  • Complex data transformations beyond standard mappings might necessitate JavaScript blocks.
  • Real-time synchronization depends on the API availability of both Productboard and Zoho CRM.

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