Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.
Salesforce and My Hours are two great tools that can help you get organized and stay on track. When you create a task in Salesforce, this automation will automatically create a corresponding task in My Hours so you can start tracking your time immediately.
Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Salesforce and My Hours integration a try today and see how they can help streamline your workflow!
If you're using My Hours 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 Salesforce, use this automation to create a project in My Hours. This will help keep your time tracking organized and easy to access.
In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.
With this integration, you can quickly create a corresponding task in My Hours each time a opportunity is created in Salesforce. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
You Can Also Connect My Hours or Salesforce With 1400+ Other Apps
My Hours
Ditch messy spreadsheets and brings effortless time tracking to your projects with My Hours. It helps you easily track hours, generate clear reports, and ditch the data headaches.
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.