Integrate OnePageCRM with Forecast
Send information between OnePageCRM and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new project in Forecast for every deal won in your OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Forecast for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Forecast.
Create a new project in Forecast for every deal won in your OnePageCRM
OnePageCRM + Forecast
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Supported triggers and actions
Integrate OnePageCRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Add person
Adds a new person
Create client
Creates a new client
Create time registration
Creates a new time registration
Create label
Creates a new label
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Create task
Creates a new task
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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