Add Drift events for new Salesforce tasks
If your sales team is using Salesforce, tasks are one of the most useful ways to stay up to date with what's happening with a lead or customer. After setting up this automation, new tasks that are created on Salesforce will automatically get sent to Drift, associating them to contacts as new events so that you can segment based on that data and send targeted in-app messages.
If your sales team is using Salesforce, tasks are one of the most useful ways to stay up to date with what's happening with a lead or customer. After setting up this automation, new tasks that are created on Salesforce will automatically get sent to Drift, associating them to contacts as new events so that you can segment based on that data and send targeted in-app messages.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Log Event for Contact
Logs an event for a contact.
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