- Automations
- Salesforce + Toggl
AI-native automation
Connect Salesforce and Toggl with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations


Practical ways to use Salesforce and Toggl together
- 01
Create time entry in Toggl when new record in Salesforce.
Caddi watches Salesforce for new record and create time entry in Toggl — no copy-paste, no missed records.
- 02
Create record in Salesforce when new time entry in Toggl.
Caddi watches Toggl for new time entry and create record in Salesforce so the two systems stay in lockstep.
- 03
Start timer in Toggl from Salesforce events.
When updated record happens in Salesforce, Caddi start timer in Toggl with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Salesforce and Toggl
SalesforceNew record
Triggers when a new record of a chosen object is created.
SalesforceUpdated record
Triggers when a record of a chosen object is updated.
SalesforceField on record updated
Triggers when a specific field on a record changes.
SalesforceNew outbound message
Triggers when Salesforce sends a configured outbound message.
SalesforceCreate record
Add a new record of any Salesforce object with custom fields.
SalesforceUpdate record
Modify fields on an existing record.
SalesforceFind record
Search records by SOQL or field/value lookup.
SalesforceAdd to campaign
Add a lead or contact to a campaign.
SalesforceConvert lead to contact
Convert a Salesforce lead with optional account and opportunity.
SalesforceSend email
Send an email through Salesforce's email action.
TogglNew time entry
Triggers when a time entry is logged in Toggl.
TogglTimer stopped
Triggers when a running timer is stopped and the entry is finalized.
TogglProject updated
Triggers when a project's status, client, or budget changes.
TogglCreate time entry
Log a time entry against a project, client, and tag.
TogglStart timer
Start a running timer for a workspace user.
TogglStop timer
Stop the active timer and save the entry.
TogglCreate project
Spin up a new Toggl project with client, budget, and team.
TogglGenerate report
Pull a summary or detailed time report for a date range.
Common questions
How does Caddi connect Salesforce and Toggl?
Salesforce and Toggl just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Salesforce and Toggl end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Salesforce and Toggl to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Salesforce + Toggl loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Salesforce and Toggl?
Drop your work email and we'll show you Caddi running end-to-end against Salesforce, Toggl, and the rest of your stack.




