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Redbooth + Salesforce

Create tasks in Redbooth for new records in Salesforce

Boost your efficiency with this automation that connects Salesforce and Redbooth. Each time a new record emerges in Salesforce, it initiates a task creation in Redbooth. This workflow offers a seamless way to track new developments and foster productive collaboration. Experience the ease of real-time updates without the hassle of manual data entry.

Boost your efficiency with this automation that connects Salesforce and Redbooth. Each time a new record emerges in Salesforce, it initiates a task creation in Redbooth. This workflow offers a seamless way to track new developments and foster productive collaboration. Experience the ease of real-time updates without the hassle of manual data entry.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    RedboothRedbooth
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.
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Related categories

  • Project Management

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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