Salesforce and awork perfectly synchronised
We are fans of automation and solutions that can be seamlessly combined. That’s why we’ve linked two great tools together so that sales and project management can work hand in hand. Fully automated.
Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.
How our integration works
Projects from Salesforce are synchronised with awork in two ways:
Once an opportunity has been successfully completed, it is converted into a project, which is automatically sent to awork. In Salesforce, you can define which values are created in awork via the interface.
All changes within awork, including time tracking, can also be transferred back to Salesforce at any time. This makes it easy to process reports, invoices and similar documents from Salesforce at any time. The times recorded in awork are then automatically marked as billed.
Take your project management to the next level
awork is the modern and stylish project management alternative to popular tools such as Jira, Asana and co. With a user-friendly design and cool features such as AI, time tracking and capacity planning, the user experience is a top priority. Thanks to awork, you get a perfect overview of all ongoing projects so you can stay up to date and keep track of status, deadlines and time budgets. To summarise: awork helps you lead your projects to success efficiently and intuitively.
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Intuitive – Smart – Efficient
Experience the benefits of our integration
Easily transfer customer information, contacts, tasks and projects between Salesforce and awork. Avoid time-consuming manual entries and keep your data synchronised at all times.
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Updates in Salesforce are automatically transferred to awork and vice versa. Keep track of the current project status at all times and ensure seamless communication between your teams.
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Automate your business processes by setting rules and triggers for specific events. For example, automatically create a new project in awork when a lead is converted in Salesforce.
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Our integration is designed so that you can customise the transfer between systems to suit your individual requirements. This means there is a suitable solution for every company size and industry.
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Harness the full power of awork and Salesforce by consolidating project information, tasks, schedules, documents and much more in one central location.
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The integration saves you considerable time in generating invoices, resulting in significant efficiency gains. It also reduces the error rate associated with manual entries.
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FAQ
Our package offers the following structure: Project, Project Member/User, Time Entries. On the awork side, we have the following objects as targets: Projects, Project Members + Roles, Project Status, Project Template, Time Tracking
The frequency of synchronisation is user-defined and can be done manually or via scheduled Apex jobs. This means that anything from every minute to every month is possible – depending on your requirements.
Yes! We encourage this, as we do not want to restrict the user in terms of operation. The configuration is based on the respective Salesforce instance and can be adjusted in detail. This naturally includes validation rules, workflows, flows, etc. to automatically transfer the correct information to the target fields.
The integration extends the project management advantages of awork with the CRM system from Salesforce. Salesforce can act as the main system for storing all company-specific data. By transferring projects and times, it is possible, for example, to build invoicing software on top of it so that the entered times are automatically billed.
Since the data is only recorded in Salesforce and awork, it remains on your local systems. This means that we at Aviando do not have access to your data at any time, so you do not have to worry about its security.
Need more information?
We would be happy to arrange a free, no-obligation live demo with you. We look forward to hearing from you.
Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.
Your contact
Thorsten Winkels
Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.