Salesforce Time Tracking Integration
ClickTime + Salesforce

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ClickTime's Salesforce Connector aligns sales, delivery, and finance teams.

Save time and administrative effort by automatically transferring upcoming projects even before deals close. Your teams can view upcoming projects, begin planning resources, and work more efficiently across the sales process and subsequent project delivery.

HOW IT WORKS
Improved Project Tracking & Resource Planning

Your teams can view upcoming projects, begin planning resources, and work more efficiently across the sales process and subsequent project delivery. The Salesforce connector supports the following key integration capabilities:

Improved Resource Planning & Project Tracking

When a deal in Salesforce meets predefined criteria such as reaching a specific sales stage, probability percentage or being of a specific type, that opportunity gets automatically added as a project in ClickTime along with its attributes.

ClickTime Visibility in CRM

Automatically share worked time information with a Salesforce custom object, opportunity, or account for real time visibility.

SALESFORCE TIME TRACKING INTEGRATION
Workflows that align your teams, as customizable as your CRM.

ClickTime Project Creation

When an opportunity in Salesforce reaches a given stage or % probability to close, create a project in ClickTime, and set it to active/inactive based on stage or % probability to close.

ClickTime Client Creation

When an opportunity reaches a given stage or % probability to close, automatically check to see if a corresponding client exists in ClickTime. If that client is inactive, set it to active. If no corresponding client exists, create a client based on the related Salesforce account name.

Time Data Sync

Return key updates from ClickTime to Salesforce for executive reports on a nightly basis. Key updates include: summary (or detail) of total hours, total billings ($), billable hours, non billable hours, billable costs ($), non billable costs ($).

SALESFORCE INTEGRATION
Automate Your CRM Workflows

Automatically Create ClickTime Projects

Direction of Data Flow:
Salesforce to ClickTime

Objects Synced:
Salesforce Account, Opportunity, and/or Custom Object

Sync Event:
Created/Updated Salesforce Opportunity

Sync Frequency:
Every 5 mins

Automatically Return Time Entries

Direction of Data Flow:
ClickTime to Salesforce

Objects Synced:
Summarized Time Entries

Sync Event:
Nightly Timer

Sync Frequency:
Nightly

Salesforce time tracking integration - clicktime salesforce automatically return time entries

CRM TIME TRACKING INTEGRATION
Salesforce Data Mapping

Account

Salesforce Field	Sync Direction	ClickTime Field
Name	⟶	Client Name

Opportunity / Project

Salesforce Field	Sync Direction	ClickTime Field
Name	⟶	Project Name
Account	⟶	Client
Stage	⟶	Status
Start Date	⟶	Project Start Date
End Date	⟶	Project End Date
Custom fields	⟶	Custom fields

Time Data

Salesforce Field	Sync Direction	ClickTime Field
Hours	⟵	Hours (aggregate)
Billable hours	⟵	Billable hours (aggregate)
Non billable hours	⟵	Non billable hours (aggregate)
Total Billable Amount	⟵	Total Billable Amount
Total Costs	⟵	Total Costs

If you’d like to learn more about ClickTime, reach out to us today.

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Salesforce Time Tracking Integration ClickTime + Salesforce

ClickTime's Salesforce Connector aligns sales, delivery, and finance teams.

Access & Requirements

ClickTime

Salesforce

HOW IT WORKS Improved Project Tracking & Resource Planning

SALESFORCE TIME TRACKING INTEGRATION Workflows that align your teams, as customizable as your CRM.

SALESFORCE INTEGRATION Automate Your CRM Workflows