We've updated Meisterplan - check out what's new!

Meisterplan Connector for SalesforceAll Editions

We’re excited to announce that there is now a native Salesforce AppExchange connector that automatically pushes qualified Salesforce opportunities into Meisterplan as projects. The integration monitors changes to opportunities and keeps the corresponding projects updated in Meisterplan, reducing manual work and eliminating inconsistencies. This new connector helps portfolio coordinators improve overall data accuracy in project intake. 

Go to the Salesforce AppExchange and install the Meisterplan Connector for Salesforce. Next, configure required settings such as the stage and threshold for importing sales opportunities into Meisterplan.

Learn more in the articles Meisterplan Connector for Salesforce - Overview and Configuring the Meisterplan Connector for Salesforce.

Have feedback on this feature? Leave a comment in the Product Roadmap.