Integrating OpenAsset with Salesforce

Create a project in OpenAsset for an opportunity stage change in Salesforce

Create a project in OpenAsset for a new opportunity in Salesforce

 

Create a project in OpenAsset for a new campaign in Salesforce

 

Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate Salesforce with OpenAsset in countless different ways!

For example, you can:

  • Create a new project in OpenAsset when an opportunity stage changes to “closed”
  • Update project fields in OpenAsset with key data from opportunities, campaigns or custom objects
  • Create a new project in OpenAsset every time you create a new campaign, opportunity or custom object in Salesforce

 

For more on our Salesforce integration check out our Help Center