Bonjoro + Salesforce
Create tasks in Bonjoro for new outbound messages in Salesforce
Streamline your task management with this smart automation. Whenever a new outbound message is sent in Salesforce, a corresponding task will be instantly created in Bonjoro. This workflow not only saves you time from manually entering the same data in two different places, it also ensures that every important communication in Salesforce gets promptly acted upon in Bonjoro. Start making your task organization more efficient today!
Streamline your task management with this smart automation. Whenever a new outbound message is sent in Salesforce, a corresponding task will be instantly created in Bonjoro. This workflow not only saves you time from manually entering the same data in two different places, it also ensures that every important communication in Salesforce gets promptly acted upon in Bonjoro. Start making your task organization more efficient today!
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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