Connect GanttPRO and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Comment
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use GanttPRO and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Action is the task that follows automatically within your GanttPRO integrations.
Create Task
Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.
Create Project
Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).
Delete Task
Permanently deletes the selected task from the specified GanttPRO project.
Update task
Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.
Add Comment To Task
Adds a comment to a specific task in a GanttPRO project by the selected user.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your GanttPRO and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in GanttPRO triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how GanttPRO data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between GanttPRO and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between GanttPRO and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About GanttPRO
Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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