Rize + Salesforce
Salesforce time tracking via Zapier — Rize automatically captures billable hours across all apps and syncs time entries to Salesforce opportunities, accounts, and custom objects. No manual timesheets needed. Track client profitability directly inside your CRM.
Available today via Zapier. Need a deeper, native integration? Let us know — we prioritize by demand.
The problem with Salesforce time tracking today
Salesforce tracks pipeline and revenue, not labor hours. Professional services teams using Salesforce as their CRM have no native way to record time spent on client work. The result: opportunity values show what you billed, but not what it cost in hours to deliver. Client profitability is invisible.
Most firms bolt on a separate timesheet tool or use spreadsheets. Both require manual entry, and manual timesheets miss 15-40% of billable hours. Short client calls, email threads, internal meetings about a deal, and document prep rarely get logged. At $200/hour billing rates, a 10-person team leaks $50K-200K per year in unbilled work.
Rize solves this by tracking time automatically across every application — Salesforce, email, Zoom, Slack, presentations, documents. AI categorizes hours by client and project, then syncs accurate time data to Salesforce via Zapier. Your CRM shows true client profitability without anyone touching a timesheet.
What you get
Automatic time tracking for Salesforce teams — capture every billable hour without timers
AI categorizes time by client, opportunity, and project automatically
Sync time entries to Salesforce opportunities, accounts, or custom objects via Zapier
Track time across all apps — not just Salesforce — including email, Zoom, Slack, and documents
Generate client profitability reports with real hours, not estimated timesheets
Compare estimated vs. actual hours per engagement for better scoping
Privacy-first — no screenshots, no keystroke monitoring
FAQ
What is the best time tracking tool for Salesforce?
Rize is the best time tracking tool for Salesforce teams that want accurate billable hours without manual timesheets. It captures time automatically across all apps and syncs to Salesforce via Zapier. Unlike PSA tools that require manual timesheets, Rize produces complete data regardless of team compliance.
Can I track billable hours against Salesforce opportunities?
Yes. Rize automatically categorizes time by client and project. Via Zapier, those hours sync to Salesforce opportunities, accounts, or custom objects. Your CRM shows actual hours per deal, enabling true client profitability analysis.
How does Rize compare to Salesforce PSA tools like Kantata?
Kantata (Mavenlink) is a full professional services automation platform with Salesforce-native resource planning and project accounting. Rize focuses specifically on automatic time capture — no manual timesheets. Teams often use Rize as the time capture layer feeding into their PSA or directly into Salesforce.
Does Rize work for consulting firms using Salesforce?
Yes. Consulting firms that bill by the hour benefit most from automatic time tracking. Rize captures time in Salesforce, email, Zoom, presentations, and every other tool your consultants use. Time data flows to Salesforce automatically for client reporting and profitability analysis.
How do I connect Rize with Salesforce today?
Rize connects to Salesforce via Zapier. Time entries tracked automatically by Rize can sync to Salesforce opportunities, accounts, or custom objects. Setup takes about 10 minutes. Contact us if you need a deeper native integration.
Does Rize take screenshots?
No. Rize is privacy-first — it never takes screenshots, records keystrokes, or captures screen content. It only reads which application is in the foreground to categorize your time. This makes it suitable for professional services environments where client confidentiality matters.
Connect via Zapier today
Rize + Salesforce is available now via Zapier. Contact us for a deeper native integration.