Integrate Forecast with Jumplead

Send information between Forecast and Jumplead automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Forecast and Jumplead using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

Automation triggered

Triggers when an automation starts

New prospects

Triggers when a new prospect is created

New task

Triggers when a new task is created

New company

Triggers when a new company is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create time registration

Creates a new time registration

Create label

Creates a new label

Add person

Adds a new person

Create client

Creates a new client

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Create project

Creates a new project

Fetch label

Fetches an existing label by name

Create contact

Creates a new contact

Create task

Creates a new task

Create company

Creates a new company

Update contact

Updates details of the selected contact

Fetch contact

Fetches a contact by ID or email

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

What is Jumplead?

Jumplead is a marketing and lead generation tool. You can capture leads, personalize your marketing, and convert visitors into leads.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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