Salesforce + Targetprocess Integrations
Put Salesforce + Targetprocess to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Salesforce and Targetprocess
See the kind of workflows teams build with Salesforce and Targetprocess below — describe the exact one you want above and the Agent builds it on demand.
Salesforce + Targetprocess
When a new feature is added in Targetprocess, update or create a record in Salesforce.
Generate project tasks when deals are won
When a deal is won in Salesforce, automatically create a project task in Targetprocess to kick off client onboarding.
See details
Update CRM deal stages when project tasks complete
When a milestone task is completed in Targetprocess, automatically update the deal stage in Salesforce to keep sales reps informed.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Targetprocess, automatically log the activity in Salesforce on the customer record.
See details
Browse the full workflow library →
Looking to achieve something else with Salesforce and Targetprocess?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and Targetprocess
Everything Salesforce and Targetprocess can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Targetprocess Explore Targetprocess →
An agile enterprise portfolio and project management tool designed to help organizations plan, track, and scale software development.
TriggersTriggers when a new Bug is added.
Triggers when a new Build is added by user.
Triggers when a new Comment is added to some Entity.
Triggers when new Feature is added by user.
Triggers when a new Iteration is added.
Triggers when a new Release is added.
Create new User-Requester and attach her to existing Request.
Change state of existing Entity. .
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Appends a new Comment to existing Entity.
Create a Feature, a high-level requirement which contains User Stories.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + Targetprocess
Is there a pre-built Salesforce + Targetprocess automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Targetprocess's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salesforce or Targetprocess connector?
No. The Agent works whether or not Salesforce or Targetprocess already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Targetprocess and Salesforce help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Salesforce automatically spin up project tasks?
Yes, when a deal is won or changes stages in Salesforce, you can instantly create initial project tasks in Targetprocess.