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Easy Projects + Salesforce

Add new Salesforce accounts to Easy Projects as projects

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.

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.

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    When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Easy ProjectsEasy Projects
    Create Project

    Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'

    ActionWrite

Supported triggers and actions

What does this mean?
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easy-projects logo

About Easy Projects

Easy Projects is a collaboration and project management software that helps teams get rid of spreadsheets and work together.

Related categories

  • Project Management

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