PPM Express + Salesforce

Turn lost Salesforce opportunities into PPM Express ideas

Lost opportunities describe potential sales that were not successfully completed. Once you mark the sale as 'closed lost' it's inevitable look at what went wrong, and learn from it in the future. This Zapier automation will add every new lost opportunity to PPM Express as an idea where it can be further tracked and described.

When this happens...
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerScheduled
automatically do this!
Create Idea
Create new Idea
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
Idea Created
Triggers when a Idea is created.
Trigger
Instant
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Idea Updated
Triggers when a Idea is updated.
Trigger
Instant
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Key Date Deleted
Triggers when a Key Date is deleted.
Trigger
Instant
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Project Created
Triggers when a Project is created.
Trigger
Instant
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Project Updated
Triggers when a Project is updated.
Trigger
Instant
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Task Deleted
Triggers when a Task is deleted.
Trigger
Instant
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- NameRequired
- challenge IdRequired
Action
Write
- NameRequired
- Project IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Project IdRequired
- Task IdRequired
Action
Write
- Project IdRequired
- KeyDate IdRequired
Action
Search
- Project IdRequired
- Task IdRequired
Action
Search

- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Idea Deleted
Triggers when a Idea is deleted.
Trigger
Instant
Try It
Key Date Created
Triggers when a Key Date is created.
Trigger
Instant
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Key Date Updated
Triggers when a Key Date is updated.
Trigger
Instant
Try It
Project Deleted
Triggers when a Project is deleted.
Trigger
Instant
Try It
Task Created
Triggers when a Task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
- NameRequired
Action
Write
- NameRequired
- Project IdRequired
Action
Write
- IdRequired
- StageRequired
Action
Write
- Project IdRequired
- KeyDate IdRequired
Action
Write
- IdRequired
Action
Search
- IdRequired
Action
Search

About PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.

Help

Related categories

Product Management

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

PPM Express + Salesforce

Turn lost Salesforce opportunities into PPM Express ideas

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Idea Created

Idea Updated

Key Date Deleted

Project Created

Project Updated

Task Deleted

Create Idea

NameRequired

challenge IdRequired

Create Project Key Date

NameRequired

Project IdRequired

Update Idea

IdRequired

Update Project

IdRequired

Update Project Task

Project IdRequired

Task IdRequired

Get Key Date by Id

Project IdRequired

KeyDate IdRequired

Get Task by Id

Project IdRequired

Task IdRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired