Freshworks CRM (Freshsales Suite) + Productboard Integration

Integrate Freshworks CRM (Freshsales Suite) to Productboard in one click, or tell Integrately AI how you want each deal handled. Track feature requests, update your product roadmap, alert your team, and log feature details automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Productboard
    Feature is created in Productboard Instant
  • Productboard
    Feature is updated in Productboard Instant
  • Productboard
    Feature is deleted in Productboard Instant
  • Productboard
    Component is updated in Productboard Instant
  • Productboard
    Component is created in Productboard Instant
  • Productboard
    Release is created in Productboard Instant
  • Productboard
    Release is updated in Productboard Instant
  • Productboard
    Release is deleted in Productboard Instant
  • Productboard
    Product is created in Productboard Instant
  • Productboard
    Product is updated in Productboard Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Productboard
    Create note in Productboard
  • Productboard
    Create feature in Productboard
  • Productboard
    Create component in Productboard
  • Productboard
    Get feature by ID in Productboard

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Productboard Integration

Create features, update components, log product details, alert your team, and manage releases, all in just one click.

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Connect more apps to your Freshworks CRM (Freshsales Suite) + Productboard flow

Sync your core automation with messaging, support, and project tracking tools to keep every team aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Productboard
+
Jira Software CloudJira Software Cloud (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
ZoomZoom (3)
+
TypeformTypeform (3)
+
NotionNotion (3)
F
P
J
Create a Productboard feature from every new Freshworks CRM (Freshsales Suite) deal, and create a tracking issue in Jira Software Cloud
New Freshworks CRM (Freshsales Suite) deals automatically become Productboard features while opening a tracking issue in Jira Software Cloud, eliminating manual handoffs between teams.
F
P
J
When a Freshworks CRM (Freshsales Suite) deal is updated, update the Productboard feature and update the issue in Jira Software Cloud
Deal changes in Freshworks CRM (Freshsales Suite) instantly update your Productboard features and reflect on your Jira Software Cloud issues without manual tracking.
P
F
J
Create a task in Freshworks CRM (Freshsales Suite) for every new Productboard feature, and create an issue in Jira Software Cloud
New Productboard features trigger follow-up tasks in Freshworks CRM (Freshsales Suite) and create tracking issues in Jira Software Cloud instantly.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Productboard

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Productboard
Productboard Triggers & Actions
Instant
Feature is created in Productboard
Triggers the automation when a particular action in the workflow fails
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Instant
Feature is updated in Productboard
Triggers the automation when a particular action in the workflow fails
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Instant
Feature is deleted in Productboard
Triggers the automation when a particular action in the workflow fails
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Instant
Component is updated in Productboard
Triggers the automation when a component is updated
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Instant
Component is created in Productboard
Triggers the automation when a new component is created
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Instant
Release is created in Productboard
Triggers the automation when a new released is created
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Instant
Release is updated in Productboard
Triggers the automation when any release is modified
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Instant
Release is deleted in Productboard
Triggers the automation when any release is deleted
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Instant
Product is created in Productboard
Triggers the automation when a new product is created
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Instant
Product is updated in Productboard
Triggers the automation when a product is updated
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Create note in Productboard
Creates a new note in the particular format
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Create feature in Productboard
Generates new feature functionalities with user input parameters
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Create component in Productboard
Generates a new component with particular parameters
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Get feature by ID in Productboard
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What can you automate with Freshworks CRM (Freshsales Suite) + Productboard?

Streamline your product feedback and sales pipelines with robust, automated workflows.

What you can automate?
🚀
Sync new deals to product roadmap features
Automatically turn every new Freshworks CRM (Freshsales Suite) deal into a structured feature in Productboard. Keep product development aligned with closed sales opportunities.
📝
Capture comprehensive contact feedback
Transfer detailed contact notes and submission data from Freshworks CRM (Freshsales Suite) directly into Productboard notes. Build a richer repository of customer insights.
🔔
Alert your team instantly on updates
Notify product and sales channels the moment a feature is created or a deal stage changes. Keep all stakeholders informed without manual messaging.
🔀
Route records based on deal value
Trigger different actions depending on specific deal values or custom fields submitted in Freshworks CRM (Freshsales Suite). Ensure enterprise requests receive priority handling in Productboard.
🔄
Keep records updated across platforms
Automatically update existing Productboard features whenever deal stages or contact details change in Freshworks CRM (Freshsales Suite). Maintain complete data accuracy.
🛡️
Prevent duplicate entries automatically
Search existing records before creating new components or notes, ensuring your Productboard workspace remains clean and free of duplicate entries.
⏱️
Manage status changes and closures
Trigger automated follow-ups or status adjustments in Freshworks CRM (Freshsales Suite) whenever a Productboard feature is completed or released.
🌐
Extend flows to external tools
Connect your Freshworks CRM (Freshsales Suite) and Productboard workflows with Slack or Jira Software Cloud to notify teams and track engineering issues seamlessly.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Productboard integration for?

Product managers and sales leaders rely on automated data flow to align customer feedback with product roadmaps without manual updates.

Product Data Analysts
Product Data Analysts
Sales Managers
Sales Managers
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Product Managers
Product Managers
Operations Analysts
Operations Analysts
📈
Product Data Analysts
You analyze feature requests in Freshworks CRM (Freshsales Suite), but your product roadmap reports only update when someone manually exports deal records, so your priority metrics are always outdated — automating both apps means every new deal note lands in your system instantly and your roadmap stays current.
Sales Managers
You need to track feature status changes in Productboard for active deals, but you find out about roadmap delays too late to brief your clients — with this integration, every feature update syncs instantly and your team stays informed.
🤝
Account Managers
You answer to key enterprise clients who want to see progress on their requested features, but tracking development status across platforms is tedious — automating both apps means client requests flow seamlessly into your roadmap and stakeholder reports generate automatically.
📊
Customer Success Leads
The volume of customer feedback tickets in Freshworks CRM (Freshsales Suite) is too high for anyone to keep up by hand, leaving valuable feature requests buried — this integration means every support ticket creates a product note instantly and feedback volume is categorized without manual effort.
🛠️
Product Managers
You own the roadmap prioritization and depend on sales teams to hand over deal context from Freshworks CRM (Freshsales Suite), but crucial details get lost in transit — automating both apps means deal context attaches to product features instantly and your planning backlog stays accurate.
📋
Operations Analysts
You need a reliable history of customer feature requests and keep finding gaps between sales pipelines and product backlogs — with this integration, every deal conversion logs cleanly in both systems and your audit trail remains complete.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Productboard

Build and manage your Freshworks CRM (Freshsales Suite) + Productboard automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Productboard with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Productboard?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Productboard in 1-click using ready workflows on Integrately, or ask Integrately AI to build the automation. It takes seconds to link your accounts and sync data across Jira Software Cloud, Slack, and other popular tools.
Can I automatically create Productboard features from Freshworks CRM (Freshsales Suite) deals?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Productboard, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Productboard?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle data and contact fields during synchronisation?
Frequently Asked Questions
How does Productboard manage feature requests received from Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Productboard?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Productboard integration free?
Frequently Asked Questions
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