See how to integrate AdaptiveWork and Salesforce.
See how you can automate data exchange between Planview AdaptiveWork and Salesforce to facilitate seamless collaboration across your project management and sales teams. Effortlessly route project data, leads, opportunities, and essential work items to the appropriate teams. Ensure that status updates, custom fields, comments, attachments, and relationships are synchronized between both tools instantly.
Watch this demo to see how:
- An opportunity created in Salesforce triggers the creation of a project AdaptiveWork
- Key customer information, project details, and timelines are automatically populated, eliminating the need for manual data entry and reducing the risk of errors
- Updates such as changes in customer requirements, project timelines, and progress are communicated seamlessly between teams
- Planview Hub's model-based integration allows for fast and easy integration setup
See how to integrate AdaptiveWork and Salesforce.
See how you can automate data exchange between Planview AdaptiveWork and Salesforce to facilitate seamless collaboration across your project management and sales teams. Effortlessly route project data, leads, opportunities, and essential work items to the appropriate teams. Ensure that status updates, custom fields, comments, attachments, and relationships are synchronized between both tools instantly.
Watch this demo to see how:
- An opportunity created in Salesforce triggers the creation of a project AdaptiveWork
- Key customer information, project details, and timelines are automatically populated, eliminating the need for manual data entry and reducing the risk of errors
- Updates such as changes in customer requirements, project timelines, and progress are communicated seamlessly between teams
- Planview Hub's model-based integration allows for fast and easy integration setup
