Update Salesforce records when new completed tasks are added in Todoist
Keep your Salesforce records updated with the latest information from your Todoist tasks. This workflow activates when you complete a task in Todoist and automatically updates the corresponding record in Salesforce. Save time and ensure the accuracy of your Salesforce data by eliminating manual updates and bridging the gap between your task management and CRM systems.
Keep your Salesforce records updated with the latest information from your Todoist tasks. This workflow activates when you complete a task in Todoist and automatically updates the corresponding record in Salesforce. Save time and ensure the accuracy of your Salesforce data by eliminating manual updates and bridging the gap between your task management and CRM systems.
- When this happens...New Completed Task
Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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