Scriptera
Clockify and Salesforce automations — CRM Sync
Ready-made scenarios where Clockify and Salesforce work for you (crm sync): pick one — a copy appears in your account and runs on its own.
9 scenarios
- New Salesforce projects become tasks in Clockify
- Salesforce submissions become tasks in Clockify
- New lead in Salesforce becomes a task in Clockify
- New CRM deal, task in your task manager
- Push Salesforce leads into Clockify audiences
- Deal moves a stage in Salesforce — a task appears in Clockify
- Contacts from Salesforce into Clockify audiences
- New Salesforce contacts — into Clockify audiences
- A lead replies — the CRM card updates and a task lands on a rep
