Zapier Integration Setup

Integrating with Zapier allows you to connect Forecast with 1000+ other apps

Time to read: 3 minutes

Main Takeaways: 

• Zapier builds a link between more than 1000 apps and services
• Set up action in one app that triggers an action in another app. Example: New issue in your ticket system, triggers a new Task in Forecast
• This integration could be used to automatically create Tasks in Forecast from your ticketing system or create Projects from a won opportunity in your CRM system
• With the Zapier Integration, you can, create a task, create a project, find a project 

Setup

Step 1: Go to the Zapier integration in your admin panel.

Step 2: Click the unique link, which leads you to Zapier.

Step 3: Sign in with your Zapier account.

Step 4: Click the Accept Invite & Build a Zap button

Step 5: Build your first Zap with Forecast