OpenAsset + Salesforce
Create projects in OpenAsset for new opportunities in Salesforce
Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Salesforce opportunity.
Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Salesforce opportunity.
- 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
Creates a new project.
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About OpenAsset
OpenAsset is a cloud Digital Asset Management (DAM) solution tailored to Architecture, Engineering, Construction (AEC) and Real Estate.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
