Salesforce + Todoist
Create tasks in Todoist for new contacts in Salesforce
Streamline your customer management workflow with this handy automation. Each time a new contact is added in Salesforce, a corresponding task will be created in Todoist. It's a great way to ensure all necessary follow-ups are scheduled, making customer relationship management more efficient and organized.
Streamline your customer management workflow with this handy automation. Each time a new contact is added in Salesforce, a corresponding task will be created in Todoist. It's a great way to ensure all necessary follow-ups are scheduled, making customer relationship management more efficient and organized.
- When this happens...New Contact
Triggers when a new Contact is created.
- automatically do this!Create Task
Creates a new task.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Todoist
Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
