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Add new Salesforce opportunities as ClickTime jobs

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Job

Your sales team has identified an opportunity and they'd like some assets from your fulfillment team - but that team is waiting on you, their ClickTime administrator, to create a new job in ClickTime so they can record time worked against it. Skip the wait with this Zapier automation and have that job automatically created for you in ClickTime as soon as that Salesforce opportunity is created.

Note: You might refer to jobs by a different name in ClickTime, such as projects or milestones - just be sure you're setting this up for what ClickTime calls jobs by default.

How It Works

  1. A new opportunity is created in Salesforce
  2. Zapier adds that as a new job in ClickTime

What You Need

  • Salesforce account
  • ClickTime account
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Connect ClickTime + Salesforce (Legacy) in Minutes

It's easy to connect ClickTime + Salesforce (Legacy) and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Create Account

Create a new account.

Create Campaign

Create a new campaign.

Create Case Comment

Create a new comment on a case.

Add a Contact to a Campaign

Add a contact to a campaign.

Create Custom Object

Create a new custom object (of the type you choose).

Create Attachment

Create a new attachment (max 25MB).

Create Case

Create a new case.

Create Contact

Create a new contact.

Update Contact

Update an existing contact.

Update Custom Object

Update an existing custom object (of the type you choose).

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