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Integrate Gro CRM with Forecast
Send information between Gro CRM and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Forecast when new tasks are initiated in Gro CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Forecast whenever a new task is initiated in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in Forecast.
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Set up tasks in Forecast when new tasks are initiated in Gro CRM
Gro CRM + Forecast
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Build your own integrations between Gro CRM and Forecast
Connect Gro CRM and Forecast with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Gro CRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is added
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New task
Triggers when a new task is created
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New deal
Triggers when a new deal is created
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New milestone
Triggers when a new milestone is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
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Create account
Creates a new account
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Create contact
Creates a new contact
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Fetch time zone
Fetches the details of a time zone by name
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Fetch country
Fetches the details of a country by name
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Fetch user
Fetches the details of an existing user by email
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Fetch currency
Fetches the details of a currency by name
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Fetch contact
Fetches the details of an existing contact by email or name
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Fetch contact type
Fetches the details of an existing contact type by name
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Create milestone
Creates a new milestone in the selected project
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Create subtask
Creates a new sub task/to-do
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Create task
Creates a new task
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Create client
Creates a new client
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Create project
Creates a new project
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Create label
Creates a new label
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Create sprint
Creates a new sprint in the selected project
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Create time registration
Creates a new time registration
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Add person
Adds a new person
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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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >