Salesforce is a Customer Relationship Management (CRM) tool for managing relationships and interactions with current and potential customers. It supports integrating and automating business areas like sales, customer service, and marketing.
With Salesforce, you can store customer information centrally to work more efficiently. It’s suitable for a wide range of users, from small to large businesses across industries.
Note: This is a partner integration provided through Aviando.
Key benefits and use cases
Turn your project setup into a more connected system:
Keep project data up to date by synchronizing information between Salesforce and awork
Simplify billing through a connected workflow between both systems
Automate workflows by syncing relevant project and time data
What data is synchronized
The awork Salesforce integration can synchronize the following data between the two systems.
From Salesforce to awork:
Projects
Project members or users
Time entries
From awork to Salesforce:
Projects
Project members and their roles
Project status
Project templates
Time tracking
Set up the integration
Follow the instructions there to integrate awork with Salesforce
FAQ
What data is synchronized from Salesforce to awork?
What data is synchronized from Salesforce to awork?
From Salesforce to awork, the integration can synchronize projects, project members or users, and time entries.
What data is synchronized from awork to Salesforce?
What data is synchronized from awork to Salesforce?
From awork to Salesforce, the integration can synchronize projects, project members and their roles, project status, project templates, and time tracking.
Where do I set up the integration?
Where do I set up the integration?
Use Aviando’s integration page to learn how to integrate awork with Salesforce.