Add checklists to Process Street for new Salesforce leads
Trigger a recurring workflow for each Salesforce lead added and assign it to the team with the skills to get the job done. Useful for sales teams and customer success.
Trigger a recurring workflow for each Salesforce lead added and assign it to the team with the skills to get the job done. Useful for sales teams and customer success.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Run Workflow
Runs a workflow.
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