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Add new Salesforce accounts to Easy Projects as projects

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Project

Instead of manually importing a new customer account information into your project management tools, use Zapier to automatically take care of that for you. With this automation set up, new accounts in Salesforce will be created in Easy Projects as new projects.

How It Works

  1. You create a new account entry in Salesforce
  2. Zapier adds that new account into Easy Projects as a new project

What You Need

  • Salesforce account
  • Easy Projects account
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Connect Easy Projects + Salesforce in Minutes

It's easy to connect Easy Projects + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

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