Bring time, cost, and pipeline visibility into one source of truth
The ClickTime + Salesforce integration helps teams bridge the gap between sales, delivery, and finance. When an Opportunity reaches the stage or probability you define, ClickTime creates the corresponding Project automatically giving teams early visibility into what’s coming next and reducing manual setup work.
When an Opportunity meets your predefined criteria such as reaching a specific stage or probability to close ClickTime automatically creates the Project with the correct attributes. The Project can be set active or inactive based on the same Salesforce logic.
ClickTime checks for existing Clients before creating new ones. If a Client exists but is inactive, ClickTime reactivates it automatically. If no match exists, a new Client is created using the Account name.
ClickTime returns summarized totals including hours, billings, and labor costs - every night. Leaders can see delivery performance, workload, and project status directly from the CRM without manual exports.
ClickTime creates or updates Projects every time an Opportunity meeting your rules is created or updated. Teams no longer wait for handoff emails; they get visibility into upcoming work the moment pipeline conditions change.
The integration keeps Client records aligned by checking for existing matches before creating new ones. If a Client exists but is inactive, ClickTime reactivates it automatically.
Every night, ClickTime sends aggregated time, billing, and cost data into Salesforce for executives, sales leaders, and project managers. This helps teams evaluate project progress directly in CRM dashboards.
