HubSpot
Connect HubSpot with Worktual to streamline customer data management, improve team collaboration, and deliver exceptional customer experiences.
Salesforce
Seamlessly integrate Salesforce with Worktual to streamline your business processes and boost productivity.
Supported Salesforce Editions
The Salesforce integration is available if you are using one of the following Salesforce editions:
- Performance
- Unlimited
- Enterprise
- Developer
- Other editions with Salesforce API rights, such as Professional with the API add-on.
Getting Started
You must be a Salesforce administrator and a Worktual administrator to set up your integration. You cannot use an API-only Salesforce user to connect the integration.
The setup process requires the following:
- Review the required permissions before connecting.
- Ensure your Salesforce account has API access enabled.
- Checking your Salesforce session settings
- Connecting Worktual to Salesforce
- Installing and configuring the Salesforce integration
- Setting up user access and permissions
Connect Everything. Unlock More Possibilities.
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Calendly
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Google Calendar
Efficiently manage your appointments by seamlessly integrating Google Calendar with Worktual.
Microsoft Outlook
Connect Microsoft Outlook with Worktual to simplify appointment scheduling, manage calendar events, and improve team productivity.
