Create integrations between Flow and Salesforce
Add Contact to Campaign in Salesforce when New Task in Flow
Add File to Record in Salesforce when New Task in Flow
Add Lead to Campaign in Salesforce when New Task in Flow
Create Contact in Salesforce when New Task in Flow
Create Note in Salesforce when New Task in Flow
Update Contact in Salesforce when New Task in Flow
Create Lead in Salesforce when New Task in Flow
Update Lead in Salesforce when New Task in Flow
Create Record in Salesforce when New Task in Flow
Update Record in Salesforce when New Task in Flow
Actions and Triggers
When this happensTriggers
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Create Task
Creates a new task in GetFlow Account.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add File to Record
Adds an existing file to an existing Record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
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Frequently Asked Questions
About Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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