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ViewPoint VISUM Integrations

Project Management

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Integrate Salesforce with ViewPoint VISUM

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Gmail with ViewPoint VISUM

Gmail

Email, Google
Integrate Google Drive with ViewPoint VISUM

Google Drive

File Management & Storage, Google
Integrate Google Sheets with ViewPoint VISUM

Google Sheets

Google, Spreadsheets
Integrate Slack with ViewPoint VISUM

Slack

Team Chat
Integrate Twitter with ViewPoint VISUM

Twitter

Social Media Accounts
Integrate ActiveCampaign with ViewPoint VISUM

ActiveCampaign

Marketing Automation
Integrate QuickBooks Online with ViewPoint VISUM

QuickBooks Online

Accounting, Premium
Integrate Xero with ViewPoint VISUM

Xero

Accounting, Premium
Integrate Smartsheet with ViewPoint VISUM

Smartsheet

Spreadsheets
Integrate SQL Server with ViewPoint VISUM

SQL Server

Databases, Premium
Integrate Quick Base with ViewPoint VISUM

Quick Base

Databases, Premium
Integrate GoCanvas with ViewPoint VISUM

GoCanvas

Forms & Surveys
Integrate Crelate with ViewPoint VISUM

Crelate

HR Talent & Recruitment
Integrate HubSpot with ViewPoint VISUM

HubSpot

Marketing Automation
Integrate Hive with ViewPoint VISUM

Hive

Team Collaboration
Integrate Procore with ViewPoint VISUM

Procore

Project Management
Integrate GoFormz with ViewPoint VISUM

GoFormz

Forms & Surveys

Airtable

Databases
Integrate iAuditor by SafetyCulture with ViewPoint VISUM

iAuditor by SafetyCulture

Product Management

Popular ways to use ViewPoint VISUM workflows

  • Add new Salesforce contacts as users in ViewPoint VISUM

    premium
    • Salesforce logo
    • ViewPoint VISUM logo
    Salesforce + ViewPoint VISUM
    More details
    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: Create User

    Add new Salesforce contacts as users in ViewPoint VISUM

    premium
    Add new Salesforce contacts as users in ViewPoint VISUM
    • Salesforce logo
    • ViewPoint VISUM logo
    Salesforce + ViewPoint VISUM
  • Add new Salesforce tasks as new cards in VISUM

    premium
    • Salesforce logo
    • ViewPoint VISUM logo
    Salesforce + ViewPoint VISUM
    More details
    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: Create Card

  • Add new Salesforce opportunities as cards on ViewPoint VISUM

    premium
    • Salesforce logo
    • ViewPoint VISUM logo
    Salesforce + ViewPoint VISUM
    More details
    1. When this happens

      Step 1: New Record

    2. Then do this

      Step 2: Create Card

  • Add new ViewPoint VISUM cards as tasks in Salesforce

    premium
    • ViewPoint VISUM logo
    • Salesforce logo
    ViewPoint VISUM + Salesforce
    More details
    1. When this happens

      Step 1: New Card

    2. Then do this

      Step 2: Create Record

  • Add new resources in VISUM as new contacts in Salesforce

    premium
    • ViewPoint VISUM logo
    • Salesforce logo
    ViewPoint VISUM + Salesforce
    More details
    1. When this happens

      Step 1: New Resource

    2. Then do this

      Step 2: Create Record

Supported triggers and actions

What does this mean?
viewpoint-visum logo
viewpoint-visum logo
viewpoint-visum logo

About ViewPoint VISUM

ViewPoint VISUM is a great tool for Visual Portfolio Project Management. VISUM helps to deliver projects on time, in less time by streamlining execution. It simplifies managing projects by improving communication, collaboration and decision making.

Related categories

  • Project Management

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