Create Salesforce CRM tasks from new Docsify links clicked in a sent email
If you’re planning to put in 18-hour days, you might as well make the most of your time. There’s no reason setting up tasks manually in your Salesforce CRM any more! With this integration, whenever a new Docsify link is clicked in a sent email, Zapier will automatically create a new task in Salesforce CRM.
If you’re planning to put in 18-hour days, you might as well make the most of your time. There’s no reason setting up tasks manually in your Salesforce CRM any more! With this integration, whenever a new Docsify link is clicked in a sent email, Zapier will automatically create a new task in Salesforce CRM.
- When this happens...New Link Clicked
Trigger when the link was clicked.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them