Process Street + Salesforce
Update Salesforce records whenever new tasks are checked in Process Street
Boost your efficiency by connecting Process Street with Salesforce. When you tick off a new task in Process Street, this integration will automatically update the corresponding record in Salesforce. This handy automation streamlines your workflow, minimizing time spent on manual data entry and ensuring all your Salesforce records stay up to date with your task completions.
Boost your efficiency by connecting Process Street with Salesforce. When you tick off a new task in Process Street, this integration will automatically update the corresponding record in Salesforce. This handy automation streamlines your workflow, minimizing time spent on manual data entry and ensuring all your Salesforce records stay up to date with your task completions.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Update Record (UTC)
Updates an existing record of a specified Salesforce object. Dates use the UTC format.
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