Set up a simple automation that instantly creates a new project in Timely whenever an opportunity pops up in Salesforce
Turn Opportunities into Projects—Automatically!
With this integration, each time a new opportunity for an account is created in Salesforce a corresponding project is then created in Timely.
This combined approach is perfect for:
Sales Teams
Project Managers
Operations & Admin Teams
Consultants & Agencies
Help Center Article Integrate Timely with Salesforce using Zapier
Help Center Article Integrate Timely with Zapier
What's synced?
In this integration, key data points between Salesforce and Timely are automatically synced to keep your workflow smooth and connected. Here’s how the key elements match up:
Accounts
Accounts become Clients in Timely
Opportunities
Opportunities in Salesforce become Projects in Timely
Users
Users in Salesforce sync to Users in Timely
Real feedback, real results...
“The tasks and integrations features are by far the most important for us. They allow us to plan ahead, track our time accurately, and get paid for every minute we work.”
Kristian L. Thomassen CEO, Falk Media
Recommended resources to help you make the most of Timely + Zapier
Help Center Article Integrate Timely with Zapier
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Video Course Integrate Timely with Salesforce with Zapier
