This integration selects new Salesforce opportunities and imports them to TMetric as tasks.
Note: It does not import pre-existing Salesforce opportunities to TMetric tasks.
How to Set Up
- Select or create connections: Salesforce connection for Source and TMetric connection for Target.
- Provide the necessary information for the integration execution:
- Open the import task.
- In Mapping Definition of your import task, for the AssigneeId field, specify the email of TMetric member who will work with the task instead of Enter TMetric member's email....
- For the ProjectId field, specify the name of TMetric project within which the task will be executed instead of Enter your Project name....
- Save the task.
- Specify the schedule on which the integration will run automatically.
- To create TMetric tasks from specific new Salesforce opportunities, configure filters in the task editor.