LeadConnector + Salesforce
Create tasks in LeadConnector for new records in Salesforce
Effortlessly streamline your lead management process with this workflow that connects Salesforce and LeadConnector. Whenever a new record is created in Salesforce, a task will be added in the LeadConnector app, ensuring your team can efficiently track and follow up on leads without having to manually transfer information between the two platforms. Save time and improve productivity by automating this essential task in your sales pipeline.
Effortlessly streamline your lead management process with this workflow that connects Salesforce and LeadConnector. Whenever a new record is created in Salesforce, a task will be added in the LeadConnector app, ensuring your team can efficiently track and follow up on leads without having to manually transfer information between the two platforms. Save time and improve productivity by automating this essential task in your sales pipeline.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Add Task
Adds a task to the account.
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