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Clockify + Salesforce

Create Clockify clients from updated Salesforce records

Streamline your client management by linking your Salesforce and Clockify applications. When a change occurs in a record field in Salesforce, this initiates a corresponding entry creating a new client in Clockify. This seamless workflow saves you valuable time while ensuring the accuracy and consistency of client data across your sales and time tracking tools.

Streamline your client management by linking your Salesforce and Clockify applications. When a change occurs in a record field in Salesforce, this initiates a corresponding entry creating a new client in Clockify. This seamless workflow saves you valuable time while ensuring the accuracy and consistency of client data across your sales and time tracking tools.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    ClockifyClockify
    Create Client

    Creates a client on a specified workspace.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
Learn more

Related categories

  • Time Tracking Software
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