Salesforce
When this happens...
SalesforceNew Lead
Then do this...
WimiCreate Task

Salesforce is one of the best customer relationship management platform. Sales team rely on this tool to manage accounts and close more deals. If you want to keep track of new leads, this automation will help you. This automation will create new Wimi tasks for new Salesforce leads.

How this Salesforce-Wimi integration works

  1. A new lead is created on Salesforce
  2. Zapier creates a new task on Wimi

Apps involved

  • Salesforce
  • Wimi

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Salesforce + Wimi and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Task

Triggers when a new task is created.

Create Contact

Create a new contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

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

Learn More

Wimi is a team collaboration platform for businesses who want to boost teamwork and manage projects efficiently.

See Wimi Integrations