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Unify Salesforce Workflows With Time & Project Tracking

Bring real-time work intelligence into Salesforce to track time, follow task progress, and manage projects with clearer insights and confidence.

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Sync & Track Salesforce Tasks
Task Management

Sync & Track Salesforce Tasks

Log time directly on Salesforce tasks and activities for clear project tracking- no switching tools, just smoother, more connected workflows.

AS SIMPLE AS 1-2-3

A Three-Step Salesforce Integration Setup

Connect Salesforce in a few simple steps to sync customer data, track work, and streamline your sales workflows.

Step 1

Add Salesforce Integration

Log in to Workstatus, connect your Salesforce account, and grant permissions for smooth data sync.

Add Salesforce Integration
Step 2

Select What to Sync

Choose the leads, opportunities, or tasks you want Workstatus to track for focused visibility.

Select What to Sync
Step 3

Start Tracking Activity

Workstatus begins capturing time and updates on selected Salesforce items, giving you instant clarity on work and progress.

Start Tracking Activity
Add Salesforce Integration Select What to Sync Start Tracking Activity
Performance Clarity
Performance Management

Performance Clarity

Measure sales and support work precisely, giving teams deeper insight to allocate resources better, improve planning, and drive stronger performance outcomes.

Better Customer Engagement
Customer Management

Better Customer Engagement

Use actionable insights to refine strategies, strengthen every interaction, and deliver more personalized, effective customer experiences that improve satisfaction.

Improved Efficiency (1)
More Revenue

Improved Efficiency

Enhance workflows with clearer data and faster processes, enabling teams to work smarter, reduce operational waste, and consistently drive higher revenue.

ALL IN ONE

How Salesforce + Workstatus Brings Work Visibility

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Project Management

Manage projects with task clarity, budget tracking, and reliable client billing.

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Productivity Insights

Get app and URL insights tied to tasks for clearer time usage.

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Automated Time Tracking

Capture billable and non-billable hours for clearer client reporting and planning.

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Workforce Analytics

Track shifts and locations with GPS and geofencing for detailed workforce insights.

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Active Screenshots

Get periodic screenshots for real-time visibility and clear proof of work.

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Payroll & Invoicing

Simplify payroll & invoicing with verified work hours and accurate calculations.

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Don’t know where to begin?

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Frequently Asked Questions

What does the Salesforce integration with Workstatus do?

It connects your Salesforce tasks, workflows, and activities with Workstatus to track time, productivity, and project progress in one place.

What data syncs between Salesforce and Workstatus?

Tasks, leads, activities, opportunities, and related work logs sync automatically so teams have complete visibility.

Does the Salesforce integration support automated reporting?

Workstatus generates automated reports on productivity, time usage, and task progress based on Salesforce data.

Is there an extra cost for enabling the integration?

The integration is included in plans that support third-party app connections. Check your plan details for confirmation.

Can I manage billing or invoicing based on Salesforce tasks?

Yes. You can use tracked hours and productivity data from Salesforce tasks to automate billing/invoices in Workstatus.

Boost Efficiency

Start Your Workstatus Journey
Today!

Track time and productivity effortlessly.

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CUSTOMIZE YOUR WORKFLOW

Streamline and Automate Your Workflow

Customized Solutions for Maximum Productivity