PPM Express + Salesforce

Create PPM Express ideas from newly won Salesforce opportunities

Potential deals can be tracked with Salesforce opportunities. Once an opportunity is won, you'll want to work with it further and gather the data and insights to determine if the deal is feasible to become a project. This integration will add each new won opportunity as an idea in PPM Express, where it can be further planned, estimated, voted, and approved or rejected.

When this happens...
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerScheduled
automatically do this!
Create Idea
Create new Idea
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Idea Created
Triggers when a Idea is created.
Trigger
Instant
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Idea Updated
Triggers when a Idea is updated.
Trigger
Instant
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Key Date Deleted
Triggers when a Key Date is deleted.
Trigger
Instant
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Project Created
Triggers when a Project is created.
Trigger
Instant
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Project Updated
Triggers when a Project is updated.
Trigger
Instant
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Task Deleted
Triggers when a Task is deleted.
Trigger
Instant
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- NameRequired
- challenge IdRequired
Action
Write
- NameRequired
- Project IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Project IdRequired
- Task IdRequired
Action
Write
- Project IdRequired
- KeyDate IdRequired
Action
Search
- Project IdRequired
- Task IdRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
Idea Deleted
Triggers when a Idea is deleted.
Trigger
Instant
Try It
Key Date Created
Triggers when a Key Date is created.
Trigger
Instant
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Key Date Updated
Triggers when a Key Date is updated.
Trigger
Instant
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Project Deleted
Triggers when a Project is deleted.
Trigger
Instant
Try It
Task Created
Triggers when a Task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
- NameRequired
Action
Write
- NameRequired
- Project IdRequired
Action
Write
- IdRequired
- StageRequired
Action
Write
- Project IdRequired
- KeyDate IdRequired
Action
Write
- IdRequired
Action
Search
- IdRequired
Action
Search

About PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.

Related categories

Product Management

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Turn lost Salesforce opportunities into PPM Express ideas

Create PPM Express projects for newly-updated opportunities in Salesforce

PPM Express + Salesforce

Create PPM Express ideas from newly won Salesforce opportunities

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

Idea Created

Idea Updated

Key Date Deleted

Project Created

Project Updated

Task Deleted

Create Idea

Create Project Key Date

Update Idea

Update Project

Update Project Task

Get Key Date by Id

Get Task by Id

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

Idea Deleted

Key Date Created

Key Date Updated

Project Deleted

Task Created

Task Updated

Create Project

Create Project Task

Update Idea Stage

Update Project Key Date

Get Idea by Id

Get Project by Id

About PPM Express

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates