Connect DeskTime and Copilot CRM to Build Intelligent Automations

Choose a Trigger

DeskTime

When this happens...

Choose an Action

Copilot CRM

Automatically do this!

Enable Integrations or automations with these events of DeskTime and Copilot CRM

Enable Integrations or automations with these events of DeskTime and Copilot CRM

Actions

Create Task

Create Task

Create a new Task test

Request a new Action for DeskTime

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between DeskTime and Copilot CRM?

To start, connect both your DeskTime and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DeskTime triggers actions in Copilot CRM (or vice versa).

Can we customize how data from DeskTime is recorded in Copilot CRM?

Absolutely. You can customize how DeskTime data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between DeskTime and Copilot CRM?

The data sync between DeskTime and Copilot CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DeskTime to Copilot CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DeskTime and Copilot CRM?

Yes, you can set conditional logic to control the flow of data between DeskTime and Copilot CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

DeskTime

About DeskTime

DeskTime is a time tracking and productivity app designed for teams and freelancers to enhance efficiency by automatically tracking time spent on tasks, applications, and websites. It provides detailed productivity analysis by categorizing activities and tracking idle time.

Learn More
Copilot CRM

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Learn More