Forecast + Salesforce + Filter by Zapier
Create Forecast projects from Salesforce opportunities reaching a certain stage
Salesforce is a great CRM and sales pipeline-management app. But your project department might prefer a proper project management solution like Forecast to manage projects, people, and financials. Powered by AI Forecast helps professional services businesses around the world deliver beyond expectations. Use this Zap to send Salesforce cases to Forecast projects or tasks automatically.
Salesforce is a great CRM and sales pipeline-management app. But your project department might prefer a proper project management solution like Forecast to manage projects, people, and financials. Powered by AI Forecast helps professional services businesses around the world deliver beyond expectations. Use this Zap to send Salesforce cases to Forecast projects or tasks automatically.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Project
Creates a project.
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