integraid

Connect and automate Miro

Your no-code integration tool to merge Miro into Salesforce.

With integraid, Miro boards are created automatically for each new Salesforce project and shared directly with your clients—zero manual steps needed.

  • Create a new Miro board when a project is added in Salesforce

  • Link the board to relevant contacts or accounts

  • Share boards with clients via email or public guest link from within Salesforce

  • Use custom templates based on project type or sales stage

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Miro

Kategorien:

Communication & Collaboration

Miro is a visual collaboration and online whiteboard platform where teams brainstorm, map ideas, plan projects, and design products together on an infinite canvas. It’s used for workshops, agile ceremonies, customer journey mapping, product discovery, and more — whether teams are remote, hybrid, or in the same room. With templates, sticky notes, diagrams, mind maps, and deep integrations into tools like Jira, Slack, Microsoft Teams, and Google Workspace, Miro helps teams move from ideas to structured plans and prototypes faster. And with integraid, you can connect Miro with Salesforce — without writing any code.

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Use Cases:

  • Link Miro Boards to Salesforce Records

    Connect discovery boards, journey maps, and project canvases from Miro directly to Accounts, Opportunities, Cases, or custom “Project” objects in Salesforce. integraid keeps board links and metadata in sync so teams always know which whiteboard belongs to which customer or initiative.

  • Auto-Create Miro Boards for Leads & Opportunities

    When a new Lead is qualified or an Opportunity reaches a key stage, integraid can automatically create a Miro board from a template and link it to the Salesforce record. All involved team members (e.g., account executives, solution engineers, customer success) can be invited based on Salesforce ownership and role information.

  • Sync Action Items & Decisions into Salesforce

    Turn sticky notes or cards on a Miro board into Salesforce tasks, user stories, or custom records with integraid. Workshop outcomes and decisions flow directly into CRM backlogs and pipelines instead of getting lost in screenshots.

  • Support Product & Sales Collaboration Around Key Deals

    Use Miro for deal strategy, solution design, and value mapping while integraid ties those boards to high-value Opportunities in Salesforce. Product, sales, and customer success can collaborate visually in Miro, with status and ownership managed in Salesforce.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.