Connect Productboard and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note Is Created
New Feature Is Created
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Productboard and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note Is Created
Runs when a new note or piece of feedback is created in Productboard.
New Feature Is Created
Runs when a new feature or sub-feature is created in Productboard.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your Productboard integrations.
Create a Note
Create a Feature
List All Notes
Returns detail of all notes
List Companies
Get all companies and their details from Productboard.
List Features
Get all features and their details from Productboard.
List All Components
Get details for all components in your Productboard account.
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Step by step guides to integrate Productboard and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Productboard and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Productboard data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Productboard and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Productboard
Productboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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