Microsoft To Do + Salesforce
Add new Microsoft To Do tasks as leads to Salesforce campaigns
Effortlessly streamline your sales process with this Microsoft To Do and Salesforce integration. Whenever you create a new task in Microsoft To Do, this workflow adds a lead to a campaign in Salesforce, ensuring a seamless connection between your task management and sales efforts. Stay organized and boost your team's productivity with this time-saving automation.
Effortlessly streamline your sales process with this Microsoft To Do and Salesforce integration. Whenever you create a new task in Microsoft To Do, this workflow adds a lead to a campaign in Salesforce, ensuring a seamless connection between your task management and sales efforts. Stay organized and boost your team's productivity with this time-saving automation.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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