Integrating with Zapier allows you to connect Forecast with 1000+ other apps.
The Forecast integration with Zapier is awaiting global activation in Zapier's app library, and thus requires a few extra steps for the time being.
Zapier is an action/trigger task automation tool that builds a link between more than 1000 apps and services. You simply set up an action in one app, that triggers an action in another app. Example: New issue in your ticket system, triggers a new Task in Forecast.
At the moment we have the following actions:
- Create task
- Create project
- Find project
This could be used to automatically create Tasks in Forecast from your ticketing system or create Projects from a won opportunity in your CRM system.
- Go to the Zapier integration, click here.
- Click the unique link, which leads you to Zapier.
- Sign in with your Zapier account
- Click the Accept Invite & Build a Zap button
- Build your first Zap with Forecast