PPM Express + Salesforce
Create PPM Express projects for newly-updated opportunities in Salesforce
An opportunity marked closed won typically mean that a sales deal has reached the final stage in your sales cycle. This integration will automatically capture every new opportunity marked as closed won, creating a new project for it in PPM Express so your team can start initiating and planning a project right away, without waiting around for a manual update.
An opportunity marked closed won typically mean that a sales deal has reached the final stage in your sales cycle. This integration will automatically capture every new opportunity marked as closed won, creating a new project for it in PPM Express so your team can start initiating and planning a project right away, without waiting around for a manual update.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Project
Create new Project
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