Integrating with Zapier allows you to connect Forecast with 1000+ other apps
Time to read: 3 minutes
- 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
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