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.
- When this happens...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.).
- automatically do this!Create Client
Creates a client on a specified workspace.
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