Hi! I’m trying to build a zap between Scoro and Salesforce. Scoro is a project management tool for a specific team at my company and I’d like to set up an integration FROM Salesforce TO Scoro. So when an opportunity is closed won and matches specific criteria, the zap should create a New Quote in Scoro.
We use Products in Salesforce that roll up to the total contract value. I can’t find the Products object in the drop down in the Actions section when creating the Zap. I think it’s likely due to the fact Products are a custom object created in SF. Anyway I can get around this and pull that data into Zapier? I’d like to pull the the Product Name, Quantity, and Unit Price to the corresponding fields in Scoro.
Thanks in advance!