Create project time entries from new tracker records
Create project time entries from new tracker records
Your time tracker records sit in a separate table and aren't in CRM, causing invoicing gaps and blind capacity reports. They become project-linked CRM entries so billing and managers can act same day.
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Overview
When project time lives outside the CRM, billing and project teams face manual handoffs and slow invoices. This flow routes new tracker records into CRM as project-linked time entries, eliminating manual copy work and delivering same-day visibility for billing and capacity planning.