Wimi + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Wimi and Salesforce, with as many as 68 possible integrations. Are you ready to find your productivity superpowers?
Create new Wimi tasks for new Salesforce leads
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
- A new lead is created on Salesforce
- Zapier creates a new task on Wimi
It's easy to connect Wimi + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new task is created.
Creates a new task.
Triggers when a task status is set to the status you've selected.
Posts a message to a specific channel.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
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