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
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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
