Arrow pointing right

Connect Productboard to Salesforce like Magic

How to Use Magical to Transfer Data from Productboard to Salesforce
Book a Demo
Connect your apps with ease

Transfer Data from Productboard to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Productboard to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Productboard to Salesforce, helping you streamline your product management and sales processes.

Book a Demo

More Productboard integrations with Magical

What Productboard data can you transfer

Magical enables you to transfer a wide array of data from Productboard to Salesforce. Here are some examples of the information you can extract:

Feature Name
Feature Status
Assigned To
Due Date
And move more types of information by creating your own custom labels.

How to Transfer data from Productboard to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Productboard to Salesforce for more efficient product management and sales. Follow these steps:

  1. Sign in to your Productboard account and open the product containing the data you want to transfer, such as product name, status, owner, and description.
  2. In Productboard, label the information you want to transfer with Magical, like Product Name, Product Status, Product Owner, or Product Description.
  3. Sign in to your Salesforce account and open the record where you want to add the Productboard data.
  4. Type "//" in an empty field and select the information you want to transfer from Productboard such as Product Name, Product Status, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Productboard and Salesforce

Efficient product management and sales are crucial to the success of any business. Productboard is a powerful product management platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Productboard to Salesforce, allowing you to focus on managing your products and improving sales.

Other ways to connect Productboard and Salesforce

Using Zapier

Zapier provides a seamless connection between Productboard and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Productboard and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower product and sales teams with real-time product insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Have an integration in mind?

We can connect ANY app. We'll show you how in 15 mins, and if not, we'll give you $100 for your time.
Book a time

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Productboard and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Productboard. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

Ready to save time with Magical?

Book a Demo
Chrome Store · 4.6 stars · 2,620+ reviews