Project.co + Salesforce
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.
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.
- When this happens...Updated Field on Record
Triggers 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.).
- automatically do this!Create Project
Creates a project
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
