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Set up your first integration
Quickly connect Clockify to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clockify with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Clockify.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Clockify and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- Project
- Task
- Tags
Try ItTriggerPolling- New Workspace
Triggers when a new workspace is created.
Try ItTriggerPolling
- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerPolling- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
ActionWrite
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Practical ways you can use Clockify and Salesforce
Create projects in Clockify for new Salesforce accounts
Streamline your project management process. When a new account is created in Salesforce, Zapier automatically sets up a corresponding project in Clockify. This ensures every client is properly tracked, making it easy to allocate resources and monitor time.
Business Owner
Track engineering project time in Salesforce
Stay on top of engineering hours. When a new time entry is made in Clockify, Zapier logs it to the associated Salesforce project. This automation makes time tracking effortless, boosting team efficiency and providing accurate reporting for resource planning.
Engineering
Log tracked hours from Clockify into Salesforce records
Easily track IT support hours against client records. Whenever a new time entry is logged in Clockify, Zapier can record the entry under the corresponding account in Salesforce. This creates an accurate log of billed time, reducing errors and saving time on manual tracking.
ITLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Clockify + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clockify and Salesforce
Is it possible to integrate Clockify with Salesforce using Zapier?
Yes, you can integrate Clockify with Salesforce using Zapier. By setting up Zaps, you can automate tasks such as creating a new time entry in Clockify when a new opportunity is created in Salesforce.
What types of triggers can be used with the Clockify and Salesforce integration?
Triggers can include events like a new project being added in Clockify or a new lead being generated in Salesforce. These triggers help initiate actions across the two platforms.
Can I create tasks in Salesforce from time entries in Clockify?
Yes, by using Zapier, you can set up a workflow that will automatically create tasks in Salesforce when specific time entries are logged in Clockify.
How do actions work when integrating Clockify with Salesforce through Zapier?
Actions are tasks that occur automatically after a trigger event happens. For example, updating a record in Salesforce when a corresponding entry is updated in Clockify.
Is real-time data synchronization possible between Clockify and Salesforce?
While Zapier facilitates automation between Clockify and Salesforce, it's important to note that data synchronization might not always happen instantaneously. There may be slight delays depending on how the systems interact.
Do I need coding skills to set up the integration between Clockify and Salesforce?
No coding is required to set up an integration between Clockify and Salesforce using our platform. The process involves selecting triggers and actions from pre-defined options to customize your workflow.
How should I begin setting up an integration between these two platforms?
Start by listing out the key processes you want to automate between Clockify and Salesforce. Then use our interface to select relevant triggers from one app and pair them with appropriate actions in the other app.
