Add new Salesforce opportunities as ClickTime jobs
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
- A new opportunity is created in Salesforce
- Zapier adds that as a new job in ClickTime
What You Need
- Salesforce account
- ClickTime account
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create JobCreates a new job.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Salesforce and ClickTime
Discover other triggers and actions you can use with Salesforce and ClickTime
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling







