Can I filter for sessions containing certain keywords?

Yes, you can filter sessions by specific keywords or tags in their descriptions to update only relevant Salesforce tasks.

Can I specify which task fields to update?

Yes, you can choose which fields in the Salesforce task to update with session notes from Timely. Describe your preferences, and DryMerge will set it up.

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

Consultants and client-facing professionals use this automation to keep their Salesforce tasks current with detailed notes from their tracked sessions.

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Salesforce + Timely

Update Salesforce Tasks from Timely Session Notes

Ensure your Salesforce tasks are up to date by syncing notes from your Timely sessions, providing a comprehensive view of client interactions and progress.

Timely Session Completed

Triggers when a session is marked as complete in Timely.

Update Salesforce Task

Updates the related Salesforce task with notes from the Timely session.

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

or pick a common variation below

Create Salesforce Tasks from Timely Session Feedback

Salesforce + Timely

Update Salesforce Leads with Timely Task Progress

Salesforce + Timely

Update Salesforce Campaigns with Timely Schedule Changes

Salesforce + Timely

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Salesforce tasks from Timely session notes"

Update Salesforce tasks from Timely session notes

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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