Create Salesforce CRM tasks from new Docsify links clicked in a sent email
When this happensStep 1: New Link Clicked
Then do thisStep 2: Create Record
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.
How this Docsify-Salesforce CRM integration works
- A Docsify link clicked in a sent email by the recipient
- Zapier automatically creates a new task on Salesforce CRM
- Salesforce CRM