Create tasks in Salesforce when prospects complete cadence in Klenty
When this happensStep 1: On Cadence Completed
Then do thisStep 2: Create Task
When working across apps, it's easy to lose track of what needs your attention. Use this Zapier integration to create a task for a lead in Salesforce once they complete a cadence in Klenty. Bring your to-do's to the top of your list only when you need them to.
How this Klenty-Salesforce integration works
- A cadence is completed for a prospect in Klenty
- Zapier creates a new task in Salesforce