Any.do Personal + Salesforce
Create Salesforce records for new Any.do Personal tasks
Effortlessly streamline your task management process by connecting Any.do to Salesforce. With this workflow, every time you create a new task in Any.do Personal, a corresponding record will be added in Salesforce instantly. Stay organized and ensure your sales team stays on top of their tasks while reducing manual data entry, saving you time and effort.
Effortlessly streamline your task management process by connecting Any.do to Salesforce. With this workflow, every time you create a new task in Any.do Personal, a corresponding record will be added in Salesforce instantly. Stay organized and ensure your sales team stays on top of their tasks while reducing manual data entry, saving you time and effort.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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List
Try ItList NameRequired
TaskRequired
Title
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TitleRequired
ListRequired
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