Salesforce Integration (Partner)
Connect awork with Salesforce through Aviando to sync projects, team members, time tracking, and project status between your CRM and project management system
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 such as sales, customer service, and marketing.
With Salesforce, you can store customer data in one central place and work more efficiently. The solution is suitable for a wide range of users, from small businesses to large enterprises across various industries.
Note: This partner integration is provided by Aviando.
Key benefits and use cases
Turn your project management into a better-connected system:
- Keep project data up to date by syncing information between Salesforce and awork.
- Simplify billing with a connected workflow between the two systems.
- Automate workflows by syncing relevant project and time-tracking data.
What data is 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
Set up the integration
- Open the Aviando awork + Salesforce integration page.
- Follow the instructions there to connect awork with Salesforce.
FAQ
What data is synced from Salesforce to awork?
Projects, project members or users, and time entries can be synced from Salesforce to awork.
What data is synced from awork to Salesforce?
Projects, project members and their roles, project status, project templates, and time-tracking data can be synced from awork to Salesforce.
Where do I set up the integration?
Visit the Aviando integration page to find out how to connect awork with Salesforce.
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