Loading

Meisterplan + Salesforce

Create Meisterplan projects from new records in Salesforce

Create a new record (e.g. a campaign) in Salesforce and this integration will add it as a new project in Meisterplan. This way you can prioritize them according to their strategic value and the available capacity in your organization.

Create a new record (e.g. a campaign) in Salesforce and this integration will add it as a new project in Meisterplan. This way you can prioritize them according to their strategic value and the available capacity in your organization.

  1. 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!
    MeisterplanMeisterplan
    Create Project

    Adds a new project to Meisterplan.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
meisterplan logo
meisterplan logo

About Meisterplan

Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio level and helps you make plans that work.

Related categories

  • Project Management
salesforce logo
salesforce logo

About Salesforce

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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.