Salesforce Integration (Partner)
Salesforce is a Customer Relationship Management (CRM) tool for managing relationships and interactions with existing and potential customers. It supports the integration and automation of business areas like sales, customer service, and marketing.
With Salesforce, you can store customer data centrally to work more efficiently. The solution is suitable for all kinds of users - from small to large companies across various industries.
Note: This partner integration is provided via Aviando.
Key Benefits and Use Cases
Make your project management a better connected system:
- Keep your project data up to date by syncing information between Salesforce and awork.
- Simplify billing through a connected workflow between both systems.
- Automate workflows by syncing relevant project and time tracking data.
What Data Gets Synced?
The Salesforce integration for awork can sync 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
Setting Up the Integration
- Open the awork + Salesforce integration page from Aviando.
- Follow the instructions provided there to connect awork with Salesforce.
FAQ
What data gets synced from Salesforce to awork?
From Salesforce to awork, you can sync projects, project members or users, as well as time entries.
What data gets synced from awork to Salesforce?
From awork to Salesforce, you can sync projects, project members and their roles, project status, project templates, as well as time tracking data.
Where do I set up the integration?
Use the Aviando integration page to find out how to connect awork with Salesforce.
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