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Integrate Salesflare with Forecast
Send information between Salesflare and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create tasks in Forecast as tasks are initiated in Salesflare
Salesflare + Forecast
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Build your own integrations between Salesflare and Forecast
Connect Salesflare and Forecast with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesflare 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 account
Triggers when a new account is created
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New task
Triggers when a new task is created
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New opportunity
Triggers when a new opportunity is created
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New sprint
Triggers when a new sprint 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 person
Triggers when a new person is added
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask 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 client
Triggers when a new client is created
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New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
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Create opportunity
Creates a new opportunity
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Add contact to account
Adds an existing contact to the selected account
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Create call
Creates a new call
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Create account
Creates a new account
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Add user to account
Adds an existing user to the selected account
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Create contact
Creates a new contact
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Create meeting
Creates a new meeting
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Create task
Creates a new task
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Fetch person
Fetches a person by ID, name, or email
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Fetch opportunity
Fetches an opportunity by ID, name, or account
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Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
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Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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Fetch user
Fetches a user by ID, name, or email
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Fetch account
Fetches an account by ID, name, domain, or tags
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create project
Creates a new project
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Create subtask
Creates a new sub task/to-do
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Create milestone
Creates a new milestone in the selected project
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Create sprint
Creates a new sprint in the selected project
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Add person
Adds a new person
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Create client
Creates a new client
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Create label
Creates a new label
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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.
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