Motion + Salesforce
Create Motion tasks from new Salesforce records
Need to set aside time for a new Salesforce lead or opportunity? Use this template to generate a Motion task for every new Salesforce record automatically.
Need to set aside time for a new Salesforce lead or opportunity? Use this template to generate a Motion task for every new Salesforce record automatically.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Task
Creates a new Motion Task
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About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
