Last Updated

Mar 2017

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

Supercharge your Salesforce implementation with ProcessPlan

Build a better Salesforce with the integrations in ProcessPlan:

  • Start a process when a  contact / task / lead etc is created in Salesforce.
  • Create leads from ProcessPlan automatically in Salesforce.
  • Update opportunities and even custom objects automatically from ProcessPlan.
  • Update / create notes in both ProcessPlan and Salesforce based on ProcessPlan responses.
  • and more!


To Use This Integration

  1. Sign up for a ProcessPlan and a be a Salesforce customer.
  2. Implement a Zapier account in ProcessPlan.
  3. Implement a ZAP in Zapier.