Hey everyone! I've been deep in a project lately where we're using Salesforce for CRM and ProjectManager.com for, well, everything else. 😅 We really need these two systems to talk to each other to keep sales-to-project handoffs smooth.
I know both platforms have API access, and I've seen some older forum posts about Zapier/Make workflows. But I'm curious about **real-world experiences**.
Specifically:
* Has anyone built a direct integration, or did you use a middleware platform?
* What data do you sync? (e.g., turning a won opportunity into a project, updating contact info?)
* How reliable are the automations, and were there any big "gotchas" with field mapping or triggers?
* Did you run into limitations with either tool's standard API, especially around custom objects or workflows?
I'm particularly interested in how it handles at the **Team** plan level on ProjectManager.com versus the **Business** plan. Any insights on API call limits or feature gates would be super helpful!
I'm optimistic this link-up could be a game-changer for our ops team. If you've tried it, I'd love to hear your story—the good, the bad, and the workarounds.
Always testing.