ClickTime + SharpSpring

Create ClickTime clients from new SharpSpring accounts

Simplify your workflow with this seamless automation. Whenever a new account is established in SharpSpring, a corresponding client is immediately created in ClickTime. This not only saves time but ensures consistent data between your marketing automation and time tracking platforms. Stay organized and efficient by letting this workflow handle the manual work.

When this happens...
New Account
A new Account is created in SharpSpring.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
Action
Write
- Job NameRequired
- Job NumberRequired
- Client IDRequired
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
Action
Write

- Time Off Type IDRequired
- DateRequired
- HoursRequired
- Notes
Action
Write
- UserRequired
- JobRequired
- TaskRequired
- DateRequired
- HoursRequired
- Billing Rate
- Cost Rate
- Comment
Action
Write
- Employee NameRequired
- EmailRequired
- Role
- DivisionIDRequired
- Accounting Package ID
- Active
- Allow Incomplete Timesheet Submission
- Notes
Action
Write
- Division ID
- Accounting Package ID
- IsActive
- Division Name
Action
Write
- User IDRequired
- Accounting Package ID
- Division ID
- Employee Number
- Employee Name
- Role
- IsActive
- Billing Rate
Action
Write
- NameRequired
Action
Search
- Start DateRequired
- End DateRequired
Action
Search
- Task nameRequired
Action
Search
- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
Action
Search or write
- Job NameRequired
- Job NumberRequired
- Client IDRequired
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
Action
Search or write
- EmailRequired
- Employee NameRequired
- EmailRequired
- Role
- DivisionIDRequired
- Accounting Package ID
- Active
- Allow Incomplete Timesheet Submission
- Notes
Action
Search or write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
- Division NameRequired
- Active
- Notes
- Accounting Package ID
Action
Write
- Billing Rate
- Break Time
- Comment
- Cost Rate
- Date
- End Time
- HoursRequired
- Job IDRequired
- Start Time
- Task IDRequired
Action
Write
- Task NameRequired
- Task CodeRequired
- Active
- Notes
- Accounting Package ID
Action
Write
- UserRequired
- Time Off TypeRequired
- DateRequired
- HoursRequired
- Comment
Action
Write
- Client IDRequired
- Name
- Short Name
- Accounting Package ID
- Billing Rate
- Is Active
Action
Write
- Job IDRequired
- IsActive
- Accounting Package ID
- Billing Rate
Action
Write
- NameRequired
Action
Search
- Job NameRequired
Action
Search
- From DateRequired
- To DateRequired
Action
Search
- EmailRequired
Action
Search
- Division NameRequired
- Active
- Notes
- Accounting Package ID
Action
Search or write
- Task NameRequired
- Task CodeRequired
- Active
- Notes
- Accounting Package ID
Action
Search or write

About ClickTime

ClickTime is an Online Timesheets, Employee Resource Management, and Expense software.

Related categories

Time Tracking Software

Similar apps

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

ClickTime + SharpSpring

Create ClickTime clients from new SharpSpring accounts

New Account

New Form Fillout Event

New Opportunity

Create Account

Create/Update Lead

Create Client

Create Job

Create My Time Off Entry

Create Time Entry (Use by Admin Only)

Create User

Update Division

Update User

Find Division

Find My Time Entries

Find Task

Find or Create Client

Find or Create Job

Find or Create User

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Create/Update Opportunity

Create Division

Create My Time Entry

Create Task

Create Time Off Entry (Use by Admin Only)

Update Client

Update Job

Find Client

Find Job

Find My Time Off Entries

Find User

Find or Create Division

Find of Create Tasks

About ClickTime

Related categories

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Noko

ActiveCollab

Tick

About SharpSpring

Related categories

Similar apps

Zapier Interfaces