Float + Salesforce Integration

Integrate Float to Salesforce in one click, or tell Integrately AI how you want each project handled. Sync your resource scheduling with CRM records, update tasks, alert your team, and track project milestones automatically.

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1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Float + Salesforce Integration

Schedule resources, create CRM records, update tasks, sync project details, and track time, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Float Integration

Create Float project from new Salesforce account

If you're using Float to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in Salesforce, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.
Float + Salesforce Integration

Create Salesforce task for new Float task

Have you ever wished that you could sync your Float task with your Salesforce task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Salesforce. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Salesforce accounts.
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Salesforce + Float Integration

Create Float task for new Salesforce task

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Salesforce and Float are two great tools that can help you get organized and stay on track. When you create a task in Salesforce, this automation will automatically create a corresponding task in Float so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Salesforce and Float integration a try today and see how they can help streamline your workflow!
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Float + Salesforce Integration

Create Salesforce account from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a account in Salesforce to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a account in Salesforce whenever you create a project in Float.
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Salesforce + Float Integration

Create Float task for new Salesforce opportunity

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a opportunity is created in Salesforce. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Salesforce flow

Teams often want to notify channels, log financial records, or assign follow-up tasks once resources and CRM entries sync. Pick a combination and activate it in one click.

Float
Salesforce
+
SlackSlack (4)
+
Jira Software CloudJira Software Cloud (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
+
TogglToggl (3)
F
S
S
When a project is created in Float, create a Salesforce record and notify your team on Slack.
New Float projects instantly generate a Salesforce record and alert your team in Slack, eliminating manual data entry across platforms.
F
S
S
When a task is created in Float, update the Salesforce record and post an alert in Slack.
Keep your Salesforce records aligned with Float task updates while keeping your team informed on Slack.
F
S
S
When a person is created in Float, create a contact in Salesforce and notify your HR channel in Slack.
Onboard new team members seamlessly by syncing Float person profiles to Salesforce contacts and alerting Slack.
F
S
S
When time off is created in Float, update the Salesforce task and post a notice in Slack.
Ensure your CRM tasks reflect scheduled time off from Float with instant team notifications on Slack.

Supported triggers and actions for Float and Salesforce

Mix and match to build the exact automation you need

Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Float + Salesforce?

Streamline your resource planning and customer data management with powerful automated workflows.

What you can automate?
🔄
Sync projects into CRM records instantly
Automatically generate a Salesforce record the moment a new project is created in Float. Keep your sales pipeline and resource schedule perfectly aligned.
📋
Capture every submitted task and detail
Map all task parameters and custom fields from Float into corresponding Salesforce records. Eliminate manual transcription and missing project data.
🔔
Alert team members the moment schedules change
Notify your team immediately whenever project milestones or client details update across Float and Salesforce. Keep everyone informed without chasing updates.
🔀
Route records based on project criteria
Apply conditional logic to create priority Salesforce records for enterprise clients while routing standard projects to default queues automatically.
📝
Keep Salesforce records updated continuously
Automatically update existing Salesforce records whenever task statuses, logged time, or project details change in Float.
🔍
Prevent duplicates with smart search operations
Search for existing contacts or accounts in Salesforce before creating new entries. Ensure your CRM database remains clean and free of duplicate records.
Handle time off and milestone adjustments
Automatically update Salesforce tasks and opportunities when team members log time off or complete project milestones in Float.
💬
Extend automated workflows to Slack and Jira
Connect your core Float and Salesforce flow with Slack, Jira Software Cloud, or QuickBooks Online to build comprehensive multi-step operational pipelines.
And much more...

Who is Float + Salesforce integration for?

Resource managers, project leaders, and sales teams managing client deliverables and customer data benefit from seamless scheduling and CRM synchronization.

Operations directors
Operations directors
Project managers
Project managers
Client success leads
Client success leads
Resource planners
Resource planners
Sales representatives
Sales representatives
Finance teams
Finance teams
📈
Operations directors
You're reviewing resource allocations and pipeline reports but your CRM data only updates when someone manually exports records, so the metrics you're reporting against are always hours behind — with this integration, every new project lands in Salesforce instantly and your data stays current.
Project managers
You need to kick off client work immediately when deals close in Salesforce, but scheduling in Float happens separately and notifications arrive too late — this integration means every new Salesforce record immediately triggers project scheduling in Float.
🤝
Client success leads
You answer to key clients who expect accurate milestone updates and time tracking reports, but keeping both systems aligned by hand creates constant blind spots — connecting these apps means client records and project tasks stay synchronized without manual effort.
📊
Resource planners
The volume of new tasks, team members, and client requests makes keeping scheduling tools and CRM databases aligned manually impossible to sustain — automating both apps means every task and person syncs automatically without errors.
💼
Sales representatives
You depend on resource planners to hand over project capacity data before closing deals, but communication delays stall your client proposals — this integration means resource details flow directly into your sales opportunities in real time.
📁
Finance teams
You need a reliable history of billable hours and client accounts for invoicing, but finding gaps between time tracking records and CRM entries wastes hours every week — automating these systems means your audit trail remains complete and accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Float + Salesforce

Build and manage your Float + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Float + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Float to Salesforce?
Frequently Asked Questions
You can connect Float to Salesforce in one click using ready-made templates on Integrately, or use Integrately AI to build custom workflows. You can also connect Slack, Jira Software Cloud, and QuickBooks Online.
Can I automatically create Salesforce records when a project is created in Float?
Frequently Asked Questions
Can I connect Float, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Salesforce?
Frequently Asked Questions
How does Float handle project and task data during integration?
Frequently Asked Questions
How does Salesforce receive and update data from Float?
Frequently Asked Questions
Do I need coding skills to automate Float and Salesforce?
Frequently Asked Questions
Is the Float and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Float or Salesforce With 1500+ Other Apps

Float
Popular Float Integrations
Connect Float to project management, time tracking, and communication tools to streamline team resource scheduling.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, email, support, and finance platforms to keep customer data unified.