Create incomplete tasks in Outfield for new Outfield accounts
Never forget about following up with a prospect or client with this integration. Create new tasks in Outfield when new Outfield accounts are created to more quickly and easily assign them to one of your team members.
Never forget about following up with a prospect or client with this integration. Create new tasks in Outfield when new Outfield accounts are created to more quickly and easily assign them to one of your team members.
- When this happens...New Account
Triggers when a new account is created, i.e. either a place or a contact.
- automatically do this!Create Incomplete Task
Creates an Incomplete Task
- Free forever for core features
- 14 day trial for premium features & apps
Account TypeRequired
Team Member (optional)
Try ItTeam Member (optional)
Try ItTeam Member (optional)
Try ItTeam Member (optional)
Activity Type (optional)
Form (optional)
Try It
Team Member (optional)
Activity Type (optional)
Form (optional)
Try ItTeam Member (optional)
Try ItPoint System Specs
Get point system specs for dropdown
Try ItAccount NameRequired
Account TypeRequired
Title (optional)
Address Street1 (optional)
Address Street2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
About Outfield
Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices
