Integrate Salesforce with LeanKit
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
LeanKit is a kanban board management tool designed specifically for Lean that makes it easy to visualize and manage the workflow of various projects. It works by allowing users to analyze their work and see bottlenecks, waste, and areas of slowdown so that they can quickly address these issues and maximize their productivity.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your LeanKit data to Amazon Redshift
Load your LeanKit data to Google BigQuery
ETL all your LeanKit data to Snowflake
Move your LeanKit data to MySQL
Integrate Salesforce With LeanKit Today
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Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
LeanKit's End Points
LeanKit Card Positions
Follow card movements through various lanes and retrieve the IDs of the board, card, and lane. Additionally, monitor when a card enters and exits the lane. This allows you to track speed of movement for these cards and send that lane movement information to other relevant tools.
Receive data about all available cards, including both identification info - like the card ID, card title, parent card ID and parent card title - and more action-oriented analytics data, such as card priority, start time, planned finish date, and current lane. Use this endpoint to track insights about specific cards or make card data accessible in other integrated data sources.
LeanKit Historic User Assignments
Get a card’s assignment history. This includes the assigned users’ IDs, names, and email as well as historical data about when the card was assigned. This helps gauge the efficiency of various users and understand the workflow speed of each card.
LeanKit Current User Assignments
Request a list of who is assigned to which cards. This list includes both data about the cards themselves (card ID, priority, and type) and information about the assigned users, such as their name, email address, and user ID. Use this data to track a specific user’s progress with their cards and/or visualize where and why bottlenecks occur.
LeanKit Custom Fields
View a list of cards with custom fields and access an array of information about them, such as their card IDs and the ID, label, type, and value of the related custom fields. Then, use this endpoint to export custom field data into data sources that provide valuable insights about those fields.
LeanKit Current Lanes
Examine all accessible lanes and get both identification data - like lane ID, title, class and type - and data about how the lane is used, such as the lane’s policy, creation date, position, and WiP limit. Integrate this endpoint with endpoints like ‘Cards” and “Current User Assignments” to get more specific analytics about the efficiency of different lanes in your workflow.
See the board IDs, card IDs, and titles of all tags that are attached to cards in your LeanKit. Use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.