Integrate Salesforce with TeamGantt

Send information between Salesforce and TeamGantt automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Set up tasks in TeamGantt when new tasks are initiated in Salesforce

Facilitate better time management by automating routine task scheduling. This flow will create a new task in TeamGantt when a new task is created in Salesforce.

How it works
  1. The flow triggers when a new task is created in Salesforce.
  2. Zoho Flow creates new task in TeamGantt.
+

Set up tasks in TeamGantt when new tasks are initiated in Salesforce

Salesforce + TeamGantt

[esc]

Create a new task in TeamGantt when a new order is created in Salesforce

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to TeamGantt whenever a new order is placed in Salesforce.

How it works
  1. The flow triggers when a new order is created in Salesforce.
  2. Zoho Flow creates new task in TeamGantt.
+

Create a new task in TeamGantt when a new order is created in Salesforce

Salesforce + TeamGantt

Build your own integrations between Salesforce and TeamGantt

Connect Salesforce and TeamGantt 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 Salesforce and TeamGantt using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity updated

Triggers when an opportunity is updated

Module entry added

Triggers when a new entry is added to the selected module

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create note

Creates a new note

Create campaign

Creates a new campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create account

Creates a new account

Create solution

Creates a new solution

Create product

Creates a new product

Create lead

Creates a new lead

Create custom module entry

Creates a new entry in the selected module

Create task

Creates a new task

Create order

Creates a new order

Create event

Creates a new event

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update product

Updates the details of an existing product

Update campaign

Updates the details of an existing campaign

Update event

Updates the details of an existing event

Update case

Updates the details of an existing case

Update solution

Updates the details of an existing solution

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update opportunity

Updates the details of an existing opportunity

Update custom module entry

Updates the details of entry in the selected module

Update order

Updates the details of an existing order

Update contact

Updates the details of an existing contact

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Add checklist item

Creates a new checklist item in the specified task

Create project

Creates new project

Create task

Creates new task

Create company label

Creates a new company label

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task name

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY