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
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Add person
Adds a new person
Create client
Creates a new client
Create label
Creates a new label
Fetch label
Fetches an existing label by name
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
