Clarizen's integration with Salesforce enables sales and technical support teams to improve their workflow and account management capabilities by initiating and tracking Clarizen projects, cases, users and discussions, and other Clarizen objects in Salesforce. In addition, professional service teams can view all the Salesforce information they need, individual or standard, directly in Clarizen.

The integration helps you sync objects between Salesforce and Clarizen. You can connect multiple projects from Clarizen to one Salesforce client.

Client managers can manage projects more efficiently by more accurately assessing project scope and budget. Real-time monitoring of projects and cases related to clients and prospects ensures an accurate and timely flow of information.

This integration also provides full synchronization between Salesforce Chatter and Clarizen conversations, allowing easy and open communication between team members, no matter where they are.