Sync Salesforce deals to project plans.

Turn closed-won Salesforce opportunities into structured project plans in Project Insight. Carry customer details and line items into the work, then plan resources, budgets, schedules, and delivery. Sales teams stay in Salesforce while project teams manage execution and leaders see the impact across the portfolio.

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SELL CONFIDENTLY

Turn deals into projects without re-entering the details.

When an opportunity closes, Project Insight can create a line-itemed project from Salesforce sales information. Connect the new project to the Salesforce account and contacts, and carry the details delivery needs into its project plan. Proposals, reviewer assignments, and work orders can support the handoff.

Automatically create projects from closed-won opportunities.
Link Salesforce accounts and contacts to Project Insight proposals and projects.
Reduce duplicate entry between sales and delivery.

Project Insight proposal and project information connected to Salesforce

Project Insight project planning and project request screen

PLAN AND DELIVER

Map what was sold to the work your team will deliver.

A signed deal is only the starting point. Use Salesforce opportunity line items to build out project tasks, budgets, and timelines in Project Insight. Set dates, assign people, and apply rates and expense codes to plan the actual delivery.

Map opportunity line items to project tasks, budgets, and timelines.
Set start dates and deadlines, assign resources, and apply rates and expense codes.
Manage project work and budgets and costs in Project Insight.
Track progress, issues, and changes as delivery gets underway.

DIFFERENTIATORS

What sets Project Insight's Salesforce integration apart?

Many project management tools connect Salesforce to tasks or boards. Project Insight turns closed-won deals into line-itemed projects, linking sales information to project plans, resources, budgets, and portfolio reporting. Sales and delivery teams can stay informed without working in the same application.

Salesforce integration capabilities compared across Project Insight, monday.com, ClickUp, Wrike, Smartsheet, and Asana.
Key Salesforce Integration Capability	Project Insight	monday.com	ClickUp	Wrike	Smartsheet	Asana
Create delivery work from Salesforce opportunities	Yes: Automatically create projects from closed-won deals	Yes: Create board items from CRM opportunities	Partial: Sync opportunities as tasks (beta)	Partial: Create projects via Integrate or API	Partial: Launch project sheets from CRM records	Partial: Create opportunity-based tasks with rules
Map sales line items into project tasks and budgets	Yes: Map line items to project tasks and budgets	Partial: CRM fields mapped to board columns	Partial: Opportunity fields synced to tasks (beta)	Partial: Project templates and integration recipes	Partial: CRM fields mapped into sheets	Partial: CRM fields mapped into task fields
Share Salesforce and delivery updates	Yes: Two-way sync of comments, status, issues and details	Yes: Two-way Salesforce field sync	Partial: Two-way names and statuses (beta)	Partial: View project and task status in Salesforce	Yes: Two-way Salesforce record sync	Partial: Salesforce fields sync into Asana tasks
Keep Salesforce account and opportunity context	Yes: Link accounts and contacts to projects	Yes: Sync accounts, contacts and opportunities	Partial: Sync accounts tied to opportunities (beta)	Yes: Link Salesforce records to Wrike projects	Partial: Map CRM records into sheets	Partial: Map opportunity context into task fields
Plan resources and budgets across sales-originated work	Yes: Resource, budget and portfolio planning	Partial: Portfolio and capacity planning on boards	Partial: Workload views for connected tasks	Yes: Project budgets and workload planning	Partial: Resource and portfolio tools alongside sheets	Partial: Portfolio and workload planning after handoff

Based on published vendor documentation reviewed October 2026.

BILL ACCURATELY

Connect project work to billing and invoicing.

After delivery begins, Project Insight tracks time, costs, and approved expenses against the work. Create invoice records from project execution information instead of reconstructing billable details in spreadsheets.

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SALESFORCE + PROJECT INSIGHT

Keep sales in Salesforce.
Give every deal a delivery plan.

Salesforce helps your team manage customer relationships and sales opportunities. Project Insight helps growing companies plan and manage the projects, programs, resources, budgets, and priorities that follow. Bring Salesforce-connected projects together with work from other teams and systems in one strategic PPM command center.

Resource capacity

Can we deliver it?

Understand how new projects affect available people and planned work.

Project financials

What will it cost?

Plan budgets and follow actual costs as the work progresses.

Portfolio reporting

Where do we stand?

See delivery status across Salesforce-connected and other projects.

Explore the Project Data Backbone →

Frequently asked questions about Salesforce integration

Can Salesforce opportunities automatically become projects in Project Insight?

Yes. Project Insight can automatically create structured, line-itemed projects from closed-won Salesforce opportunities, connecting account and contact information to proposals and projects without duplicate entry.

What Salesforce information can be used to create a project?

Project Insight can map Salesforce opportunity line items to project tasks, budgets, and timelines. Teams can then set dates, assign resources, and apply rates and expense codes to plan delivery.

Does Project Insight share project status with Salesforce?

Yes. Project Insight's Salesforce integration supports two-way sharing of project comments, statuses, issues, and key details between systems so sales and delivery teams stay informed.

Does Project Insight replace Salesforce?

No. Sales teams can continue managing opportunities and customer relationships in Salesforce. Project Insight manages project planning, delivery, resources, budgets, and reporting.

Why use Project Insight alongside Salesforce for project portfolio management?

Project Insight brings projects originating in Salesforce together with other organizational work in one strategic project and portfolio management command center. Growing companies can evaluate capacity, budgets, schedules, and delivery status across the portfolio.

Can Project Insight create invoices from project work?

Yes. Project Insight can create invoice records from project execution information, including tracked time and approved expenses, connecting project delivery with billing workflows.