Google Tasks + Salesforce
Create new Google Tasks for every new record in Salesforce
Stay organized and on top of your goals with this streamlined workflow. When a new record is created in Salesforce, a corresponding task is instantly set up in Google Tasks. Perfect for sales teams, this integration helps clear up your workload, so you can focus on meeting and exceeding targets without the need for manual data entry.
Stay organized and on top of your goals with this streamlined workflow. When a new record is created in Salesforce, a corresponding task is instantly set up in Google Tasks. Perfect for sales teams, this integration helps clear up your workload, so you can focus on meeting and exceeding targets without the need for manual data entry.
- 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 new task.
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