Can I filter which projects sync with accounts?

Yes, you can filter projects based on their status, tags, or other criteria to sync only relevant projects with Salesforce accounts.

Can I map specific project fields to account fields?

Absolutely, you can map fields from Timely projects to the corresponding fields in Salesforce accounts. Describe the mappings, and DryMerge will configure the automation accordingly.

Who uses this automation? What do they use it for?

Project coordinators and client managers use this automation to ensure that project details are consistently updated between Timely and Salesforce for better project oversight and client communication.

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Salesforce + Timely

Sync Timely Projects with Salesforce Accounts

Maintain alignment between your Timely projects and Salesforce accounts by syncing them, ensuring up-to-date records on both platforms for efficient project management and client tracking.

New Timely Project

Triggers when a new project is created in Timely.

Update Salesforce Account

Syncs the new project with the corresponding Salesforce account.

See more Salesforce to Timely integrations or use AI to customize your automation.

or pick a common variation below

Create Timely Projects from Salesforce Opportunities

Salesforce + Timely

Sync Timely Expenses with Salesforce Cost Centers

Salesforce + Timely

Sync Timely Billable Hours with Salesforce Billing Records

Salesforce + Timely

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Timely projects with Salesforce accounts"

Sync Timely projects with Salesforce accounts

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Timely.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Timely

Timely is an automatic time tracking and scheduling tool. Capture all your work hours automatically, plan projects, and analyze team productivity to optimize resource allocation and improve profitability.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Harvest

Time Tracking

Asana

Project Management

Get Started with DryMerge

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