Create tasks in Bonjoro for new records in Salesforce
Easily stay on top of your Salesforce records with this dynamic workflow. When a new record appears in Salesforce, this automates the creation of a task in Bonjoro, ensuring you never miss a step in managing your contacts. It's a practical solution to seamlessly maintain productivity and efficiency within your business operations.
Easily stay on top of your Salesforce records with this dynamic workflow. When a new record appears in Salesforce, this automates the creation of a task in Bonjoro, ensuring you never miss a step in managing your contacts. It's a practical solution to seamlessly maintain productivity and efficiency within your business operations.
- 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 Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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