Create Salesforce CRM tasks from new Docsify viewed documents
When this happensStep 1: New Document Viewed
Then do thisStep 2: Create Task
You have a ton of tasks every single day. You have to manually create them in your Salesforce CRM, right? Make your Gmail/G Suite account work for you with this Docsify-Salesforce CRM integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Salesforce CRM. Stop creating manual tasks and let Zapier automate it for you!
How this Docsify-Salesforce CRM integration works
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new task on Salesforce CRM
- Salesforce CRM