TeamGantt + Salesforce

Connect TeamGantt and Salesforce to Build Intelligent Automations

Choose a Trigger

When this happens...

New Project 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 TeamGantt and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Project Comment

Trigger when New Project Comment created.

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.

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions
Action is the task that follows automatically within your TeamGantt integrations.

Create Task

Creates a new task in a specified project.

Update Task

Updates details for an existing task.

Delete Task

Deletes an existing task from a project.

Get a Task

Get a task details by task ID

List Projects

List all projects

List Boards

List all Boards

We'll help you get started

Our team is all set to help you!

Know More About Teamgantt01 and Salesforce Integrations

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How viaSocket Works | A Complete Guide

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Frequently Asked Questions

How do I start an integration between TeamGantt and Salesforce?

To start, connect both your TeamGantt and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamGantt triggers actions in Salesforce (or vice versa).

Can we customize how data from TeamGantt is recorded in Salesforce?

Absolutely. You can customize how TeamGantt 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.

How often does the data sync between TeamGantt and Salesforce?

The data sync between TeamGantt and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TeamGantt to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TeamGantt and Salesforce?

Yes, you can set conditional logic to control the flow of data between TeamGantt 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 TeamGantt

TeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.

Project Management Collaboration

Learn More

About 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.

CRM Sales and CRM

Learn More

Connect TeamGantt and Salesforce to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use TeamGantt and Salesforce automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Project Comment

New Contact

New Lead

New Record

Updated Record

New Case Attachment

Do thisActionsAction is the task that follows automatically within your TeamGantt integrations.

Create Task

Update Task

Delete Task

Get a Task

List Projects

List Boards

We'll help you get started

Know More About Teamgantt01 and Salesforce Integrations

5 Simple Ways to Automate Salesforce

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About TeamGantt

About Salesforce

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your TeamGantt integrations.