Microsoft To Do + Salesforce
Create lists in Microsoft To Do for every new lead in Salesforce
When a new lead enters your pipeline in Salesforce, keep track of them efficiently with this workflow. It takes the information of the new lead and creates a list in your Microsoft To Do app, offering a seamless way to manage your prospective clients. With this setup, prioritizing and organizing tasks connected to new leads become effortless, leading to improved sales performance.
When a new lead enters your pipeline in Salesforce, keep track of them efficiently with this workflow. It takes the information of the new lead and creates a list in your Microsoft To Do app, offering a seamless way to manage your prospective clients. With this setup, prioritizing and organizing tasks connected to new leads become effortless, leading to improved sales performance.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create List
Triggers when a new list is created.
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