OmniFocus + Salesforce
Create OmniFocus tasks when new leads are added to Salesforce
Manage your Salesforce leads from OmniFocus, by using this Zapier integration to automatically create a new task in OmniFocus whenever a new lead is added to your Salesforce account. You can then review your leads from your inbox, and get to work without ever having to open Salesforce.
Manage your Salesforce leads from OmniFocus, by using this Zapier integration to automatically create a new task in OmniFocus whenever a new lead is added to your Salesforce account. You can then review your leads from your inbox, and get to work without ever having to open Salesforce.
- 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 in your OmniFocus Inbox.
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About OmniFocus
OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.
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Task ManagementAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
