Integrate Salesflare with Forecast
Send information between Salesflare and Forecast automatically, without writing any code, using Zoho Flow.
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Create tasks in Forecast as tasks are initiated in Salesflare
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Forecast when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Forecast.
Create tasks in Forecast as tasks are initiated in Salesflare
Salesflare + Forecast
Build your own integrations between Salesflare and Forecast
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Supported triggers and actions
Integrate Salesflare and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New milestone
Triggers when a new milestone is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Create call
Creates a new call
Create contact
Creates a new contact
Create task
Creates a new task
Add contact to account
Adds an existing contact to the selected account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch person
Fetches a person by ID, name, or email
Fetch user
Fetches a user by ID, name, or email
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create task
Creates a new task
Create client
Creates a new client
Create project
Creates a new project
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create time registration
Creates a new time registration
Add person
Adds a new person
Fetch label
Fetches an existing label by name
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Similar apps
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.
Similar apps
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
