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Project.co + Salesforce

Project.co + Salesforce

Project.co + Salesforce integrations

Create projects in Project.co for newly won Salesforce opportunities

This template will create a Project.co project when a new Salesforce opportunity is marked as closed and won. This is great for creating projects when you win opportunities in Salesforce.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a project
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More things you can do with Salesforce and Project.co

Discover other triggers and actions you can use with Salesforce and Project.co

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    New Case Attachment

    Triggers when a new Attachment is added to a case.

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    • History Object
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    • Salesforce Objects
      Required
    Trigger
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    • Salesforce Object
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    • Record (Optional)
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
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About Project.co
Project.co is a project management software tool for service businesses. Collaborate with your clients and team so all your project information is in one place.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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