Create Productboard feature for new Agile CRM contact
Agile CRM + Productboard Integration
Agile CRM + Productboard Integration
Integrate Agile CRM to Productboard in one click, or tell Integrately AI how you want each deal handled. Centralize customer insights, update product features, alert your product team, and track roadmaps automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
Feature is created in Productboard Instant- Feature is updated in Productboard Instant
- Feature is deleted in Productboard Instant
- Component is updated in Productboard Instant
- Component is created in Productboard Instant
- Release is created in Productboard Instant
- Release is updated in Productboard Instant
- Release is deleted in Productboard Instant
- Product is created in Productboard Instant
- Product is updated in Productboard Instant
2.
- Create contact in Agile CRM
- Update contact in Agile CRM
- Add score to contact in Agile CRM
- Add tag to contact in Agile CRM
- Create deal in Agile CRM
- Create task in Agile CRM
- Add note in Agile CRM
- Search contact in Agile CRM
- Search company in Agile CRM
- Create company in Agile CRM
- Subscribe to campaign in Agile CRM
- Add event in Agile CRM
- Create note in Productboard
- Create feature in Productboard
- Create component in Productboard
- Get feature by ID in Productboard
Trusted by experts at...
Ready Workflows for Agile CRM + Productboard Integration
Capture customer feedback, create features automatically, sync roadmaps, alert your team, and track product updates, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Agile CRM + Productboard flow
Sync your product feedback across support tickets, team chats, documentation, and spreadsheets. Pick a combination and activate it in one click.
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Jira Software Cloud (4)
Jira Software Cloud (4) +
Slack (4)
Slack (4) +
Zendesk (4)
Zendesk (4) +
Typeform (4)
Typeform (4) +
Notion (4)
Notion (4) +
Google Sheets (4)
Google Sheets (4) P
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Create a Jira Software Cloud issue for every new Productboard feature, and log it in Agile CRM
New Productboard features instantly appear as issues in Jira Software Cloud and create a corresponding deal in Agile CRM, eliminating manual handoffs between product and sales teams.
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When a Productboard feature is updated, update the Jira Software Cloud issue and log a note in Agile CRM
Productboard feature updates automatically sync to Jira Software Cloud issues and add a note in Agile CRM, keeping all teams informed of scope changes.
A
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Create a Jira Software Cloud task when an Agile CRM deal milestone changes, and add a component in Productboard
Agile CRM deal milestone changes trigger a new Jira Software Cloud development task and a Productboard component, aligning sales progress with product planning.
A
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Use Claude to summarise Agile CRM deal feedback, create a Productboard feature, and open a Jira Software Cloud issue
Use Claude to analyse Agile CRM deal notes, create a structured Productboard feature, and log an engineering task in Jira Software Cloud automatically.
Supported triggers and actions for Agile CRM and Productboard
Mix and match to build the exact automation you need
Agile CRM Triggers & Actions
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Try it → Productboard Triggers & Actions
Instant
Feature is created in Productboard
Triggers the automation when a particular action in the workflow fails
Try it → Instant
Feature is updated in Productboard
Triggers the automation when a particular action in the workflow fails
Try it → Instant
Feature is deleted in Productboard
Triggers the automation when a particular action in the workflow fails
Try it → Instant
Component is updated in Productboard
Triggers the automation when a component is updated
Try it → Instant
Component is created in Productboard
Triggers the automation when a new component is created
Try it → Instant
Release is created in Productboard
Triggers the automation when a new released is created
Try it → Instant
Release is updated in Productboard
Triggers the automation when any release is modified
Try it → Instant
Release is deleted in Productboard
Triggers the automation when any release is deleted
Try it → Instant
Product is created in Productboard
Triggers the automation when a new product is created
Try it → Instant
Product is updated in Productboard
Triggers the automation when a product is updated
Try it → What can you automate with Agile CRM + Productboard?
Streamline your product planning and customer relationship workflows with powerful ready-made automations.
🚀
Create Productboard features from new Agile CRM deals
Automatically generate a new Productboard feature whenever a sales deal is created in Agile CRM. Bridge the gap between sales pipeline growth and product development without lifting a finger.
📝
Capture every submitted deal field and contact detail
Map custom fields, contact names, and deal descriptions from Agile CRM directly into Productboard notes. Ensure your product team sees complete customer context on every request.
🔔
Alert your product team instantly in Slack
Send instant notifications to your team channel whenever a new product feature or release is created. Keep everyone aligned on customer demands as they arrive.
🔀
Route feedback based on submitted deal criteria
Branch your workflow based on deal values or contact tags in Agile CRM. Send enterprise requests to priority product queues and standard requests to regular backlogs.
🔄
Keep feature and deal records updated in real time
Automatically reflect milestone changes and status updates across both Agile CRM and Productboard. Eliminate conflicting data between sales and product teams.
🔍
Search and update existing records to prevent duplicates
Check for existing contacts or features before creating new entries. Keep your database clean by updating current records instead of spawning duplicate entries.
⏱️
Handle later status changes and release milestones
Trigger automated updates when a deal is won or a Productboard release is completed. Keep customer success and sales informed of product launch dates.
📊
Extend your workflow to Google Sheets and team tools
Connect your Agile CRM and Productboard flow to Google Sheets or Jira Software Cloud for advanced reporting, documentation, and task management.
And much more...
Who is Agile CRM + Productboard integration for?
Product managers, sales leaders, and customer success teams eliminate manual data entry and keep roadmaps aligned with customer feedback.
Product operations managers
Customer success leads
Agency account directors
Sales operations specialists
Product coordinators
Support managers
📈
Product operations managers
You're reviewing feedback metrics in Productboard but your CRM reports only update when someone manually exports deals, so the feature priorities you're planning against are always a few hours behind — with this integration, every new deal lands in your product backlog instantly and your data stays current.
⚡
Customer success leads
You manage VIP accounts in Agile CRM and need to flag critical feature requests for product planning, but manual handoffs mean product managers find out about urgent needs too late — automating both apps means every high-value contact update reaches Productboard immediately and your retention strategy stays proactive.
📋
Agency account directors
You report on project pipelines and feature delivery to stakeholders every week, but disconnected tools leave gaps in your progress timeline — this integration means every Agile CRM deal milestone instantly updates your Productboard roadmap and your client reports are always accurate.
📊
Sales operations specialists
Your team handles high volumes of new contacts and deals every day, making manual entry into product planning tools impossible to maintain without errors — connecting these apps means every customer interaction flows seamlessly into your backlog and your records remain pristine.
🤝
Product coordinators
You own feature scoping and depend on sales teams upstream to hand over customer feedback from Agile CRM before you can plan releases — automating both apps means feature requests populate your backlog automatically and your planning cycles start on time.
🗂️
Support managers
You track customer cases and bug reports in Agile CRM, but lack a reliable history connecting support tickets to feature releases in Productboard — with this integration, every resolved case updates your product records and your historical audit trail is complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Agile CRM + Productboard
Build and manage your Agile CRM + Productboard automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Agile CRM + Productboard with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Agile CRM + Productboard Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Agile CRM to Productboard?
You can connect Agile CRM to Productboard in 1 click using ready templates on Integrately or by asking Integrately AI to build the automation. It links smoothly with tools like Slack, Zendesk, and Google Sheets.
Can I automatically create Productboard features from Agile CRM deals?
Can I connect Agile CRM, Productboard, and Slack?
What is a good Zapier alternative for Agile CRM and Productboard?
How does Agile CRM handle data transfers in this integration?
How does Productboard receive feedback from Agile CRM?
Do I need coding skills to automate Agile CRM and Productboard?
Is the Agile CRM and Productboard integration free?
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