Integrate Gro CRM with Forecast
Send information between Gro CRM and Forecast automatically, without writing any code, using Zoho Flow.
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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.
Set up tasks in Forecast when new tasks are initiated in Gro CRM
Gro CRM + Forecast
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Supported triggers and actions
Integrate Gro CRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create contact
Creates a new contact
Fetch country
Fetches the details of a country by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch user
Fetches the details of an existing user by email
Fetch time zone
Fetches the details of a time zone by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch currency
Fetches the details of a currency by name
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create label
Creates a new label
Create project
Creates a new project
Create time registration
Creates a new time registration
Create client
Creates a new client
Create task
Creates a new task
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
Fetch label
Fetches an existing label by name
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
