Salesforce + Trackabi Integration

Have you ever wished that you could sync your Trackabi 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 Trackabi, 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 Trackabi and Salesforce accounts.

If you're using the time tracking app Trackabi to manage your project, you'll want to create a account in Salesforce to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a account in Salesforce whenever you create a project in Trackabi.

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 Trackabi 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 Trackabi 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 Trackabi integration a try today and see how they can help streamline your workflow!

If you're using Trackabi 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 Trackabi. 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 Trackabi 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.