Akiflow + Salesforce
Create tasks in Akiflow for updated records in Salesforce
When a record is updated in Salesforce, this workflow quickly generates a new task in Akiflow. This seamless connection ensures you're always on top of changing data in your CRM, better managing your time and tasks. Benefit from a streamlined process, saving you time and boosting productivity.
When a record is updated in Salesforce, this workflow quickly generates a new task in Akiflow. This seamless connection ensures you're always on top of changing data in your CRM, better managing your time and tasks. Benefit from a streamlined process, saving you time and boosting productivity.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Task
Create a task in Akiflow
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