ForceManager Help & Support

What ForceManager Triggers and Actions are Supported

Supported Triggers#

  • New Contact - Triggers when a new contact is added.
  • New Account - Triggers when a new account is added.
  • New Opportunity - Triggers when a new opportunity is added.
  • New Activity - Triggers when a new activity is added.
  • New Calendar Item - Triggers when a new calendar item is added.
  • Updated Account - Triggers when an account is updated.

Supported Searches#

  • Find Opportunity - Finds an opportunity by name.
  • Find Contact - Finds a contact by email or phone number.
  • Find Account - Finds an account by name, email or phone number.

Supported Actions#

  • Create Activity - Creates a new activity.
  • Create Account - Creates a new account.
  • Create Contact - Creates a new contact for an account.
  • Create Opportunity - Creates a new opportunity.
  • Create Calendar Item - Creates a new calendar.

How to Get Started with ForceManager on Zapier

When you start creating a ForceManager Zap, you will be asked to connect your ForceManager account.

Click to connect ForceManager

Next, you'll be asked to enter your ForceManager API key.

ForceManager API Key

To locate your API Key in your ForceManager account, please follow these steps:

  1. Log into your app account.
  2. Click "Settings" from the Top Menu.
  4. Click "Generate API Key".
  5. Copy the generate API key to your clipboard

ForceManager API Key in account

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your ForceManager account will now be successfully connected.

ForceManager connection successful

Common Problems with ForceManager on Zapier

Does ForceManager need any special plan pricing?#

We have two plans available with which this integration can be made:

  • Small team: For small sales teams who want their members to become more efficient
  • Business: For teams of 10 users or more who want to measure and boost their performance

You can learn more on the ForceManager pricing page here.

Need More Help? - Our support team is happy to help -- send us a message

ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

Getting Started with Zapier