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Automate tasks across ProductPlan with Salesforce

We work with you to understand your business processes, and automate all work between ProductPlan and Salesforce.

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Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between ProductPlan and Salesforce.

Send a Salesforce notification when ProductPlan receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in ProductPlan.Get Started
Copy new customer details from ProductPlan into Salesforce.Get Started
Update the matching Salesforce item when a ProductPlan status changes.Get Started
Start a review in Salesforce when ProductPlan flags an exception.Get Started
Summarize new ProductPlan activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with ProductPlan and Salesforce using our 52 actions.
Can’t find what you need? Let us know.

Get BarReadRetrieves a bar from ProductPlan.
List Child BarsReadLists child bars for a bar in ProductPlan.
List Roadmap BarsReadLists bars for a roadmap in ProductPlan.
List Roadmap LanesReadLists lanes for a roadmap in ProductPlan.
Get Checklist SectionReadRetrieves a checklist section from ProductPlan.
List Checklist SectionsReadLists checklist sections for a launch in ProductPlan.
List Bar CommentsReadLists comments for a bar in ProductPlan.
List Bar ConnectionsReadLists connections for a bar in ProductPlan.
List CustomersReadLists customers associated with ProductPlan discovery ideas.
Get IdeaReadRetrieves an idea from ProductPlan.
List IdeasReadLists all ideas accessible in ProductPlan.
Get Idea FormReadRetrieves an idea form from ProductPlan.
List Idea FormsReadLists idea forms in ProductPlan.
Get Key ResultReadRetrieves a key result from ProductPlan.
List Key ResultsReadLists key results for an objective in ProductPlan.

Frequently Asked Questions

Common questions about working with MindCloud on your ProductPlan and Salesforce integration.

Apps are the systems your business runs on, like ProductPlan and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.