Scriptera
Google Tasks and Salesforce automations — Sales & Leads
Ready-made scenarios where Google Tasks and Salesforce work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
19 scenarios
- New CRM deal, task in your task manager
- Push Salesforce leads into Google Tasks audiences
- New Salesforce projects become tasks in Google Tasks
- New deals in Salesforce — Running apis in Google Tasks
- New deals in Salesforce — Tasks in Google Tasks
- Updated deals in Salesforce — Running apis in Google Tasks
- New lead in Salesforce becomes a task in Google Tasks
- Deal moves a stage in Salesforce — a task appears in Google Tasks
- Salesforce submissions become tasks in Google Tasks
- New contacts in Salesforce — Deleting tasks in Google Tasks
- New tasks in Google Tasks — Leads in Salesforce
- New contacts in Salesforce — Running apis in Google Tasks
- Contacts from Salesforce into Google Tasks audiences
- New Salesforce contacts — into Google Tasks audiences
- New lists in googleTasks — Leads in Salesforce
- New tasks in Google Tasks — Deals in Salesforce
- A landing-page lead — into CRM, a task and chat at once
- A lead replies — the CRM card updates and a task lands on a rep
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
