Create TMetric Client for new Salesforce Account - Skyvia

This integration selects new Salesforce accounts and imports them to TMetric as clients.

Note: It does not import pre-existing Salesforce accounts to TMetric clients.

How to Set Up

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

Tips

To create TMetric clients from specific new Salesforce accounts, configure filters in the task editor.