Salesforce + Wimi
Create Wimi tasks for new Salesforce leads
Sales team rely on Salesforce to manage accounts and close more deals. If you want to keep track of new leads, this automation will help you. Trigger it to automatically create a Wimi task as soon as a new Salesforce lead is created.
Sales team rely on Salesforce to manage accounts and close more deals. If you want to keep track of new leads, this automation will help you. Trigger it to automatically create a Wimi task as soon as a new Salesforce lead is created.
- 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 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 Wimi
Wimi is a team collaboration platform for businesses who want to boost teamwork and manage projects efficiently.