ForceManager Integrations
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Add new ForceManager contacts to MailChimp as subscribers
Save your new contacts to MailChimp, so you can easily stay in touch with them. This Zapier integration will automatically add your new ForceManager contacts to MailChimp as subscribers. That way, you don't have to manually export and import contact lists in order to keep MailChimp up-to-date.
How this MailChimp-ForceManager integration works
- A new contact is added to ForceManager
- Zapier adds a subscriber to MailChimp
Apps involved
- ForceManager account
- MailChimp account
Add new Salesforce accounts to ForceManager as accounts
Keeping two different CRMs up-to-date can be difficult, but Zapier automations like this one can help. Once this integration has been set up, all new Salesforce accounts from that point forward will be copied to ForceManager, too. Now you don't have to manually update account information in ForceManager, based on new data that is added to Salesforce.
How this Salesforce-ForceManager integration works
- A new account is created in Salesforce
- Zapier creates a ForceManager account
What you need
- A Salesforce account
- A ForceManager account
Send Gmail emails for new ForceManager opportunities
Ever wanted to send an email notification for each new opportunity added into ForceManager? This integration takes care of the tedious work for you. When someone adds a new opportunity to ForceManager, Zapier will automatically send an email via Gmail. You can set up this Zap so that the email is sent to you, a teammate, or another stakeholder each time, so you can rest assured that everyone is kept up-to-date.
How this Gmail-ForceManager integration works
- A new opportunity is created in ForceManager
- Zapier sends an email via Gmail
What you need
- A ForceManager account
- A Gmail account
Add ForceManager calendar Items for new Office365 events
Don't worry about manually updating two different calendars anymore. Use this Zapier automation to automatically add calendar items in ForceManager whenever new events are created in Office 365. Instead of copying and pasting information between your calendars, you can spend time on more important things!
Add new HubSpot leads to ForceManager as accounts
If your team uses two different tools to track business contacts, it can be tough to keep them updated. Once this integration has been set up, all new HubSpot leads from that point forward will be added to ForceManager as accounts. That way, your team can rest assured that ForceManager is updated with new account information, so they can immediately reach out to the contact.
How this HubSpot-ForceManager integration works
- A new lead is created in HubSpot
- Zapier adds an account to ForceManager
Apps involved
- HubSpot account
- ForceManager account
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ForceManager Integration Details
Launched on Zapier May 30, 2018
Zapier combines Triggers (like "New Account") and Actions (like "Create Account") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following ForceManager Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new account is added.
Triggers when a new activity is added.
Triggers when a new calendar item is added.
Triggers when a new contact is added.
Triggers when a new opportunity is added.
Triggers when an account is updated.
Creates a new account.
Creates a new activity.
Creates a new calendar.
Creates a new contact for an account.
Creates a new opportunity.
Finds an account by name, email or phone number.
Finds a contact by email or phone number.
Finds an opportunity by name.
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