Salesforce + Toggl Track

Create Toggl Track projects for every new Salesforce record

Streamline your project management process with this Salesforce and Toggl Track integration. Whenever a new record occurs in Salesforce, it triggers the creation of a project in Toggl Track. This workflow ensures all your Salesforce data is seamlessly transformed into organized projects on Toggl Track, saving you time and maintaining consistent project documentation.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
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New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
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- WorkspaceRequired
- Client NameRequired
Action
Write
- WorkspaceRequired
- Tag NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- DurationRequired
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- WorkspaceRequired
- StartRequired
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- WorkspaceRequired
- Task NameRequired
- Task Status
- ProjectRequired
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Polling
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New Tag
Triggers when a new tag is created.
Trigger
Polling
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- Workspace
- Project
- Task
- Tags
Trigger
Polling
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New Workspace
Triggers when a new workspace is created.
Trigger
Polling
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- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Task Status
Action
Write
- OrganizationRequired
- WorkspaceRequired
- UserRequired
Action
Write
- WorkspaceRequired
- Time entryRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Task nameRequired
- Task status
Action
Search
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search or write
- WorkspaceRequired
- Tag NameRequired
Action
Search or write
- WorkspaceRequired
- Time entry description
- Before
- After
- StartRequired
- DurationRequired
- Billable
- Project
- Task
- Tags
- User
Action
Search or write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Toggl Track

Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work models towards flexible and remote work.

Related categories

Time Tracking Software

Salesforce + Toggl Track

Create Toggl Track projects for every new Salesforce record

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Project

New Task

New Time Entry Started

Create Client

Create Tag

Create Time Entry

Start Time Entry

Find Client

Find Tag

Find Time Entry

Find or create a new Project

Find or Create Task

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Client

New Tag

New Time Entry

New Workspace

Create Project

Create Task

Find User

Stop Time Entry

Find Project

Find Task

Find or Create Client

Find or Create a new Tag

Finds or creates a specific Time Entry.

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Toggl Track

Related categories