Salesforce + TMetric Integration

Salesforce 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 Salesforce. TMetric is a great tool for this.

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

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 Salesforce - 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 Salesforce.

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.

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 Salesforce, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.

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 Salesforce. By linking these two applications, you can ensure that every task is automatically recorded in the Salesforce, making it easier to track and manage.

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 Salesforce? Well now there is!

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

Have you ever wished that you could sync your TMetric task with your Salesforce 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 Salesforce. 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 Salesforce accounts.

When Lead is updated in Salesforce then Create task in TMetric