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

zapier


Step 3: Sign in with your Zapier account

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

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Step 5: Build your first Zap with Forecast

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