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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Take The Lead.

Add your action

An action happens after the trigger—such as "Create Idea" in PPM Express.

You’re connected!

Zapier seamlessly connects Take The Lead and PPM Express, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
Idea Deleted
Triggers when a Idea is deleted.
Trigger
Instant
Try It
Key Date Created
Triggers when a Key Date is created.
Trigger
Instant
Try It
Key Date Updated
Triggers when a Key Date is updated.
Trigger
Instant
Try It
Project Deleted
Triggers when a Project is deleted.
Trigger
Instant
Try It

Task Created
Triggers when a Task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It

- Name
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
- Stage
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search

Idea Created
Triggers when a Idea is created.
Trigger
Instant
Try It
Idea Updated
Triggers when a Idea is updated.
Trigger
Instant
Try It
Key Date Deleted
Triggers when a Key Date is deleted.
Trigger
Instant
Try It
Project Created
Triggers when a Project is created.
Trigger
Instant
Try It
Project Updated
Triggers when a Project is updated.
Trigger
Instant
Try It
Task Deleted
Triggers when a Task is deleted.
Trigger
Instant
Try It
- Name
  Required
- challenge Id
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Project Id
  Required
- Task Id
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Search
- Project Id
  Required
- Task Id
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Take The Lead and PPM Express to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Take The Lead to PPM Express integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Take The Lead

Take The Lead enriches leads with a machine learning algorithm that matches anonymous website visitors to a proprietary network database of thousands of companies across the world.

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Related categories

Marketing

About PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.