Add tasks to MeisterTask for new Salesforce leads
When this happensStep 1: New Record
Then do thisStep 2: Create Task
Looking for a better way to take action on new opportunities? This integration can help with that. It will trigger whenever a new lead is added to Salesforce, automatically setting up a task for it in the appropriate project and section on MeisterTask so your team can react the moment it happens.
How this Salesforce-MeisterTask integration works
- A new lead is added on Salesforce
- Zapier creates a task for it on MeisterTask