Connecteam + Salesforce
Create new Connecteam jobs from new Salesforce records
Use this streamlined workflow to keep your task management organized and efficient. Whenever there's a new record in Salesforce, a corresponding job is immediately created in Connecteam. This not only eliminates the need for manual data entry but also ensures that your Connecteam job lists directly reflect your up-to-date Salesforce data. As a result, you get to spend less time on administrative tasks and more on other value-adding activities.
Use this streamlined workflow to keep your task management organized and efficient. Whenever there's a new record in Salesforce, a corresponding job is immediately created in Connecteam. This not only eliminates the need for manual data entry but also ensures that your Connecteam job lists directly reflect your up-to-date Salesforce data. As a result, you get to spend less time on administrative tasks and more on other value-adding activities.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Job
Creates a new job in the app.
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