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

  1. Select or create connections: TMetric connection for Source and Salesforce connection for Target.
  2. 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.