Integrate Salesforce with kanban Tool

Appy Pie Connect allows you to automate multiple workflows between Salesforce and kanban Tool

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

kanban Tool Integrations

Best Salesforce and kanban Tool Integrations

  • Salesforce Integration kanban Tool Integration

    Salesforce + kanban Tool

    Archive task in kanban Tool when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    kanban Tool Integration Archive task
  • Salesforce Integration kanban Tool Integration

    Salesforce + kanban Tool

    Create task to kanban Tool from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    kanban Tool Integration Create task
  • Salesforce Integration kanban Tool Integration

    Salesforce + kanban Tool

    Delete task in kanban Tool when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    kanban Tool Integration Delete task
  • Salesforce Integration kanban Tool Integration

    Salesforce + kanban Tool

    Create checklist item to kanban Tool from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    kanban Tool Integration Create checklist item
  • Salesforce Integration kanban Tool Integration

    Salesforce + kanban Tool

    Create comment to kanban Tool from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    kanban Tool Integration Create comment
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + kanban Tool in easier way

It's easy to connect Salesforce + kanban Tool without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & kanban Tool Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick kanban Tool as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to kanban Tool.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and kanban Tool

Salesforce is an online Customer relationship management (CRM. and enterprise software company. The company’s cloud-based software is widely used by sales departments, customer service, support staff, and other business functions. Salesforce was founded in 1999 by former Oracle executive Marc Benioff and Parker Harris. Benioff is the chairman and chief executive officer (CEO.

Salesforce.com has over 100,000 customers across 150 countries, including 80% of the Fortune 500 companies.

Kanban Top is a project management app that allows you to create visual boards that make your plans clear. Use it for managing work and tracking progress on projects. Kanban top is a very helpful top when you are working in a team or managing different projects at the same time. With kanban top, you can manage your project efficiently and have a clear view of your progress with its visual boards.

  • Integration of Salesforce and kanban Top
  • Salesforce kanban integration is a straightforward process and easy to implement. Both Salesforce and kanban top will help you to manage your projects effectively. You can assign tasks to your team members using kanban top. Also you can track the progress of your members in status updates which are assigned to them. You can cplaborate with your team members easily via this integration and assign tasks with their relevant statuses. Having a clear vision on the project helps you to be efficient, productive and effective. Tracking the progress of your team members helps you to manage your resources effectively in your project. Thus Salesforce kanban integration makes it easy to manage different projects easily and quickly. It also keeps every team member updated about their tasks on time with accurate updates from the managers. So Salesforce kanban integration will offer a great advantage to both Salesforce and kanban top users for effective project management.

  • Benefits of Integration of Salesforce and kanban Top
  • You can access all the information related to your tasks on time in both Salesforce and kanban top according to the project status assigned to them. This is very important as it makes it easy to keep everyone invpved with the project stay updated with the latest progress of the project. Salesforce kanban integration helps you to integrate data from both tops into one platform so that you can easily view the current status of a project in both tops without any difficulty. This offers a great benefit to users because they can easily access important details related to their projects anytime they want from any device. They can also access current project details from anywhere if they need it urgently. This is a great benefit as many users have different devices such as mobile phones or tablets which they carry anywhere they go these days. So integrating the data of your projects from two different tops into one platform will prove very helpful. Also, Salesforce kanban integration will help you to save time as you do not need to log into different tops separately for every task or project. This could save you a lot of time if you have multiple projects or you are working on many tasks at a given time. Also, both Salesforce and kanban top will allow you to share project related data with anyone who needs it via different channels such as email or chat applications like WhatsApp or Facebook Messenger etc. This will be extremely helpful because sharing data through different channels is much easier than sharing data through emails alone in many cases. For example, if a manager wants to share information about the current status of a project with their team members via WhatsApp so that they can get updated about their current tasks in real time then this integration will be very helpful for them. Also, Salesforce and kanban top integration will provide accurate data about the current status of your project which is important for tracking progress in projects. Thus Salesforce kanban integration will help you in productivity, efficiency, effectiveness and results.

    Conclusion

    In conclusion, we can say that Salesforce kanban integration makes it easier for users to manage their projects effectively because it integrates the data of two different tops into one platform while maintaining its actual status. Also, Salesforce kanban integration allows users to access project data on time from anywhere without logging into different tops separately for each task or project. Also, Salesforce kanban integration saves time because users will not need to log into different tops separately for every project or task they have to manage. Furthermore, Salesforce kanban integration will provide accurate data about the status of your projects which is crucial for keeping yourself updated about progress in your projects. Thus Salesforce kanban integration will help you in productivity, efficiency and effectiveness in managing different projects easily and efficiently.

    The process to integrate Salesforce and kanban Top may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.