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
Connect Salesflare and Forecast with over 650+ 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
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity 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 call
Creates a new call
Create account
Creates a new account
Create contact
Creates a new contact
Add user to account
Adds an existing user to the selected account
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create task
Creates a new task
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch person
Fetches a person by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
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 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.
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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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
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
