Create Bonjoro tasks for updated Salesforce records
Effortlessly streamline your Salesforce and Bonjoro workflows with this powerful automation. When a record field is updated in Salesforce, this workflow instantly creates a task in Bonjoro — ensuring that important updates are turned into actionable tasks without manual intervention. Stay on top of your sales processes and enhance your team's productivity with this seamless connection between Salesforce and Bonjoro.
Effortlessly streamline your Salesforce and Bonjoro workflows with this powerful automation. When a record field is updated in Salesforce, this workflow instantly creates a task in Bonjoro — ensuring that important updates are turned into actionable tasks without manual intervention. Stay on top of your sales processes and enhance your team's productivity with this seamless connection between Salesforce and Bonjoro.
- 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
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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