Meet the Cloud for Project Delivery

Mavenlink’s native Salesforce integration automates project creation from Opportunities and provides Salesforce users with key information about Mavenlink projects.

Download Data Sheet View on AppExchange
salesforce hero

Your project delivery team needs visibility into your sales pipeline so they can forecast upcoming commitments and properly scope work. Your sales team needs visibility into project progress so they can ensure successful handoffs and strong client relationships.

Enter Mavenlink's Salesforce integration, which connects the world’s leading CRM with Mavenlink’s cloud-based project delivery solution. Give your delivery team the unified project management and resource management platform that works seamlessly with your existing processes in Salesforce for managing prospect and customer engagements.

  • + Accelerate project kickoff by planning for deals in the pipeline
  • + Accurately forecast resourcing needs with visibility into the pipeline
  • + Give relationship owners real-time visibility into project progress
salesforce solution

Automatically generate Mavenlink projects from opportunities

Trigger new Mavenlink projects for delivering client engagements and tracking complex client pursuits via stage changes in Salesforce.

Sync Mavenlink and Salesforce

Eliminate duplicate project and communication updates with a two-way sync that includes support for Chatter®.

Monitor key project delivery information in Salesforce, including:

  • Chatter®
  • Project Status
  • Start Date
  • Due Date
  • Project Budget
  • Percent Complete
  • + More

Gain project visibility in Salesforce

Stay informed about the health of each engagement by monitoring communication, budget, status, and percent complete.

Salesforce, Sales Cloud, and Chatter are trademarks of, Inc.