Create new Salesforce Task from TMetric Task - Skyvia

This integration selects TMetric tasks and imports them to Salesforce as tasks.

Note: For best results users in Salesforce should be pre-synced with workspace members in TMetric.

How to Set Up

Select or create connections: TMetric connection for Source and Salesforce connection for Target.
Specify the schedule on which the integration will run automatically.

Tips

To create Salesforce tasks from specific TMetric tasks, configure filters in the task editor.