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How to setup the integration between Salesforce and TimeChimp
How to setup the integration between Salesforce and TimeChimp
Nick Dekker avatar
Written by Nick Dekker
Updated over a week ago

How to easily integrate Pipedrive with Timechimp and make your life a lot easier by not having to enter your data twice every time.

Table of Content

About Salesforce

Salesforce is a cloud-based CRM software company that provides a variety of business applications for managing customer data, sales processes, marketing campaigns, and customer support.

What can you import to Salesforce?

It is possible to easily and quickly import your customers from Salesforce.

Activating the integration

To create a link with Salesforce, go to Settings (gear icon) in the main menu -> App Center and click on the Salesforce app. Activate the link here for free.

After activating, you will be automatically redirected to Salesforce to enter your login details.

Importing Customers

Once you've set up the integration, you can import your accounts from Salesforce into TimeChimp. Go to your settings (via the gear icon) and click on "Import". You can then easily and quickly import your customers from Salesforce.

The integration looks for customer numbers. If your customer exists in both Salesforce and TimeChimp, make sure they have the same customer number so that the system recognizes them as equivalent.

Import successful? You can find the imported customers under Relationships -> Customers.

Do you want your customers to be automatically added to TimeChimp?

Indicate this under Settings > Salesforce. If desired, your (new) customers will be automatically imported into TimeChimp every night.

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