Integrations Trackingtime salesoptima
Trackingtime + salesoptima

Connect Trackingtime and salesoptima to Build Intelligent Automations

Choose a Trigger

Trackingtime

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Trackingtime and salesoptima

Enable Integrations or automations with these events of Trackingtime and salesoptima

Actions

Add Customer

Add Customer

Adds a new customer.

Update Project

Update Project

Updates an existing project.

Add Time Entry

Add Time Entry

Adds a new time entry.

Add Service

Add Service

Adds a new service.

Add Task

Add Task

Adds a new task.

Update Task

Update Task

Update tasks for Tracking Time.

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Frequently Asked Questions

How do I start an integration between Trackingtime and salesoptima?

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

Can we customize how data from Trackingtime is recorded in salesoptima?

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

How often does the data sync between Trackingtime and salesoptima?

The data sync between Trackingtime and salesoptima 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 Trackingtime to salesoptima?

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 Trackingtime and salesoptima?

Yes, you can set conditional logic to control the flow of data between Trackingtime and salesoptima. 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.

Trackingtime

About Trackingtime

Trackingtime is a comprehensive time tracking and productivity tool designed to help businesses and individuals manage their time efficiently. It offers features such as task management, project tracking, and detailed reporting to ensure optimal productivity and time management.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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