LiquidPlanner
When this happens...
SalesforceNew Contact
Then do this...
LiquidPlannerCreate a Task

Looking for a way to trigger workflows when new customers are added to the system? This Salesforce LiquidPlanner integration can start things off nicely for you, creating a new task on LiquidPlanner automatically for each and every new contact you add on Salesforce.

How It Works

  1. A new contact is added on Salesforce
  2. Zapier automatically adds a LiquidPlanner task

What You Need

  • Salesforce account
  • LiquidPlanner account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New or Changed Comment

A comment has been created or updated in your workspace.

Add a Comment to an Item

Add a comment to an item.

New or Changed Task

A new task has been created in your workspace!

Update a Task

Update an existing task item.

New or Changed Package

Triggered when a package is created or updated in LP.

Send Track Time via a Timer

Enter hours worked from a timer, update your estimate, add a comment, and restart the timer.

New or Changed Project

A project has been created or updated in your workspace.

Send Start Timer

Start a timer for a specific item.

New Lead

Triggers when a new lead is created.

Send Track Time

Update your estimate, track hours worked, and add a comment and/or note.

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LiquidPlanner is a breath of fresh air for online project management. Predictive scheduling, dynamic collaboration, and easy time tracking.

Learn More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations