Integrate Forecast with Email by Zapier to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Forecast with Email by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Forecast
A trigger is an event that starts your Zap and runs the workflow."
Setup an action from Email by Zapier
An action is what takes place after the automation is triggered. For example, with Email by Zapier, the action could be "Send Outbound Email."
That’s it! You just connected Forecast to Email by Zapier
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Connect Forecast and Email by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Connect Forecast and Email by Zapier to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Project id
- Title
- Description
- Billable
- Start date
- Deadline date
- Low estimate
- High estimate
- Approved
- Bug
- Blocked
- Title
- Email AddressRequired
Try It- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
- Title
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Start date
- Project end date
- Card_levels
- Client
- Rate_card
- Title
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Start date
- Project end date
- Card_levels
- Client
- Rate_card
- Setup Directions
Try It
Learn how to automate Forecast on the Zapier blog
Learn how to automate Email by Zapier on the Zapier blog
About Forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
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