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Salesforce integration (Partner)

With the awork Salesforce integration, sales and project management can work hand in hand.

Dana Postulat avatar
Written by Dana Postulat
Updated over 2 months ago

With the integration of awork and Salesforce through our partner Aviando, you expand your project management capabilities to include crucial sales functions.

General information

Salesforce is a comprehensive Customer Relationship Management (CRM) tool that helps you manage and improve relationships and interactions with current and potential customers. It provides a platform where various business aspects such as sales, customer service, and marketing can be integrated and automated. This tool allows you to centrally store all customer information, enabling you to work more efficiently. Salesforce is suitable for a wide range of users โ€“ from small to large businesses in various industries.

Integrate awork with Salesforce to automatically synchronize your data and ensure that your project management is always up to date. This connection simplifies billing and automates your workflows, enabling you to efficiently develop your project management into a holistic system.

In the awork Salesforce integration, the following data can be synchronized 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

How it works

Click here to find out, how to integrate awork with Salesforce.

If you have any questions, please feel free to contact us for help: [email protected].

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