Salesflare + TMetric Integration

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TMetric + Salesflare Integration

Create Salesflare task for new TMetric task

Have you ever wished that you could sync your TMetric task with your Salesflare task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in Salesflare. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and Salesflare accounts.
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Salesflare + TMetric Integration

Create TMetric project from new Salesflare account

If you're using TMetric to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in Salesflare, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.
Salesflare + TMetric Integration

Create TMetric task for new Salesflare task

Salesflare provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesflare. TMetric is a great tool for this.

All you need to do is - integrate TMetric with Salesflare to create task in TMetric automatically when certain task occur in Salesflare. This can save you time by not having to manually create tasks in both systems.
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Salesflare + TMetric Integration

Create TMetric task for new Salesflare person

Salesflare and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Salesflare, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Salesflare + TMetric Integration

Create TMetric task for new Salesflare opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in TMetric to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesflare? Well now there is!

With our integration between Salesflare and TMetric, creating task in TMetric is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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Salesflare + TMetric Integration
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stages is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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