Add new ProjectManager.com Tasks from new Teamgate Leads
When this happensStep 1: New Lead
Then do thisStep 2: Create a Task
It is useful to track new leads created in a CRM like Teamgate in your internal project management software ProjectManager.com. The Teamgate CRM - ProjectManager.com integration automates the process of creating tasks in ProjectManager.com right from your new leads.
*Note: This Zapier integration doesn't import already registered leads into ProjectManager.com, only new leads after you've set it up.
How the integration works:
- A new Lead is created in Teamgate
- Zapier creates a new Task in ProjectManager.com
What You Need: - Teamgate Account - ProjectManager.com Account