Process Street + Salesforce
Update Salesforce records whenever new tasks are checked in Process Street
Streamline and enhance your workflow with this integration that connects Process Street with Salesforce. When a task is checked off as done in Process Street, this automation instantly updates a record in Salesforce. This efficient process eliminates manual data entry, ensuring your Salesforce records are always up-to-date and accurately reflecting your task completions. Enhance your productivity and data accuracy with this quick and convenient process.
Streamline and enhance your workflow with this integration that connects Process Street with Salesforce. When a task is checked off as done in Process Street, this automation instantly updates a record in Salesforce. This efficient process eliminates manual data entry, ensuring your Salesforce records are always up-to-date and accurately reflecting your task completions. Enhance your productivity and data accuracy with this quick and convenient process.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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