Add new Salesforce accounts to Easy Projects as projects

Instead of manually importing a new customer account information into your project management tools, use Zapier to automatically take care of that for you. With this automation set up, new accounts in Salesforce will be created in Easy Projects as new projects.

Note: This Zapier integration doesn't import existing accounts into Easy Projects, only new accounts set up after the integration.

How It Works

  1. You create a new account entry in Salesforce
  2. Zapier adds that new account into Easy Projects as a new project

What You Need

  • Salesforce account
  • Easy Projects account
Add new Salesforce accounts to Easy Projects as projects
Salesforce integration logo

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Easy Projects integration logo

Easy Projects is a collaboration and project management software that helps teams get rid of spreadsheets and work together.

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