CompanyHub + TMetric Integration

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TMetric + CompanyHub Integration

Create CompanyHub task for new TMetric task

Have you ever wished that you could sync your TMetric task with your CompanyHub 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 CompanyHub. 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 CompanyHub accounts.
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TMetric + CompanyHub Integration

Create CompanyHub record for new TMetric task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using TMetric and CompanyHub. By linking these two applications, you can ensure that every task is automatically recorded in the CompanyHub, making it easier to track and manage.
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CompanyHub + TMetric Integration

Create TMetric project from new CompanyHub company

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

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

Create TMetric task for new CompanyHub task

CompanyHub 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 CompanyHub. TMetric is a great tool for this.

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

Create TMetric task for new CompanyHub contact

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

When you create a contact in CompanyHub, 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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CompanyHub + TMetric Integration

Create TMetric task for new CompanyHub deal

Imagine this scenario: you've just negotiated a great deal 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 deal goes through. Wouldn't it be great if there was an easy way to do that right from within CompanyHub? Well now there is!

With our integration between CompanyHub and TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in CompanyHub, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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CompanyHub + TMetric Integration

Create TMetric task for new CompanyHub record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in TMetric is to use this CompanyHub - TMetric integration. Using this integration, you can create a new task in TMetric that will be automatically populated with data from a new record in a CompanyHub.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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CompanyHub + TMetric Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
  • 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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