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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Project
Adds a new project to Meisterplan.
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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
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
