Any.do Personal + Salesforce
Create new Salesforce leads from Any.do Personal tasks
Effortlessly streamline your sales process by connecting your Any.do Personal tasks to your Salesforce account. With this workflow, every time you add a new task in Any.do Personal, a lead will be created in Salesforce immediately. Save time and boost productivity by eliminating the need for manual data entry and ensuring that no potential leads fall through the cracks.
Effortlessly streamline your sales process by connecting your Any.do Personal tasks to your Salesforce account. With this workflow, every time you add a new task in Any.do Personal, a lead will be created in Salesforce immediately. Save time and boost productivity by eliminating the need for manual data entry and ensuring that no potential leads fall through the cracks.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
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