ClickTime + SharpSpring

ClickTime + SharpSpring integrations

Create ClickTime clients from new SharpSpring accounts

Simplify your workflow with this seamless automation. Whenever a new account is established in SharpSpring, a corresponding client is immediately created in ClickTime. This not only saves time but ensures consistent data between your marketing automation and time tracking platforms. Stay organized and efficient by letting this workflow handle the manual work.

When this happens...
New AccountA new Account is created in SharpSpring.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with SharpSpring and ClickTime

Discover other triggers and actions you can use with SharpSpring and ClickTime

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Client Name
  Required
- Client Short Name
  Required
- Active
- Notes
- Client Number
Action
Write
- Job Name
  Required
- Job Number
  Required
- Client ID
  Required
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
Action
Write

- Time Off Type ID
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Write
- User
  Required
- Job
  Required
- Task
  Required
- Date
  Required
- Hours
  Required
- Billing Rate
- Cost Rate
- Comment
Action
Write
- Employee Name
  Required
- Email
  Required
- Role
- DivisionID
  Required
- Accounting Package ID
- Active
- Allow Incomplete Timesheet Submission
- Notes
Action
Write
- Division ID
- Accounting Package ID
- IsActive
- Division Name
Action
Write
- User ID
  Required
- Accounting Package ID
- Division ID
- Employee Number
- Employee Name
- Role
- IsActive
- Billing Rate
Action
Write
- Name
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Task name
  Required
Action
Search
- Client Name
  Required
- Client Short Name
  Required
- Active
- Notes
- Client Number
Action
Search or write
- Job Name
  Required
- Job Number
  Required
- Client ID
  Required
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
Action
Search or write
- Email
  Required
- Employee Name
  Required
- Email
  Required
- Role
- DivisionID
  Required
- Accounting Package ID
- Active
- Allow Incomplete Timesheet Submission
- Notes
Action
Search or write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write
- Division Name
  Required
- Active
- Notes
- Accounting Package ID
Action
Write
- Billing Rate
- Break Time
- Comment
- Cost Rate
- Date
- End Time
- Hours
  Required
- Job ID
  Required
- Start Time
- Task ID
  Required
Action
Write
- Task Name
  Required
- Task Code
  Required
- Active
- Notes
- Accounting Package ID
Action
Write
- User
  Required
- Time Off Type
  Required
- Date
  Required
- Hours
  Required
- Comment
Action
Write
- Client ID
  Required
- Name
- Short Name
- Accounting Package ID
- Billing Rate
- Is Active
Action
Write
- Job ID
  Required
- IsActive
- Accounting Package ID
- Billing Rate
Action
Write
- Name
  Required
Action
Search
- Job Name
  Required
Action
Search
- From Date
  Required
- To Date
  Required
Action
Search
- Email
  Required
Action
Search
- Division Name
  Required
- Active
- Notes
- Accounting Package ID
Action
Search or write
- Task Name
  Required
- Task Code
  Required
- Active
- Notes
- Accounting Package ID
Action
Search or write

About ClickTime

ClickTime is an Online Timesheets, Employee Resource Management, and Expense software.

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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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