Contact Info
198 West 21th Street, Suite 721
New York, NY 10010
youremail@yourdomain.com
+88 (0) 101 0000 000
Follow Us

Salesforce

50.00

Salesforce is Customer Relationship Management software that supports companies in connecting with their clients. The integration automatically creates new clients and projects in Timewax based on accounts and opportunities in Salesforce.

Quick info
Costs: Per month Category: Tags: ,

Description

From lead to client

At the moment that a lead in Salesforce converts to an account, that account will automatically be created as a client in Timewax. All relevant data like industry, address and account manager will be synced to Timewax.

From opportunity to project

The integration let’s you define when an opportunity in Salesforce should be created as a project in Timewax. You can set this at a ‘win’ with a probability of a 100%, but also, for example at a probability of 80%.

Products

The Salesforce Professional edition allows you to break down opportunities based on products, prices and quantities. The integration let’s you to define how this translates to activities within projects.

Get notified when we launch this integration

Additional information

Edition

Enterprise, Professional

Similar integrations…