Machian Logo

Create new tasks in a project management system from new CRM deals

What does this automation do?

This automation triggers every time a new deal is created in a CRM system. The system will automatically create a new task in a project management platform using information from the deal.

CRM
Project Management

Interested in staying up-to-date with AI and automation in business?

Join over 1,400 other early adopters of AI and automation to learn how to leapfrog the competition. We do the hard work for you and compile an easy-to-read what-you-need-to-know email every week.

How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Streamlining project initiation for sales teams

Automatically creates tasks for the delivery/project team as soon as a deal is closed, ensuring quicker project kickoff and better alignment between sales and delivery.

More automations for this use case

Improving visibility into project pipeline

Provides project managers with early visibility into upcoming work based on the sales pipeline, enabling better resource allocation and proactive planning.

More automations for this use case

Reducing manual data entry and errors

Eliminates the need for manual task creation, saving time and reducing the risk of errors associated with manual data entry.

More automations for this use case

Enhancing collaboration between sales and project teams

Facilitates seamless handover of information from sales to project teams, ensuring everyone is aligned on project scope and requirements from the start.

More automations for this use case

Tracking deal-to-project conversion

By automatically linking deals to projects, businesses can track the conversion rate from sales opportunities to active projects, providing valuable insights into operational efficiency.

More automations for this use case