Connect Google Task and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Task List
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use Google Task and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in a specified task list.
New Task List
Trigger when a new task list is created.
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.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Action is the task that follows automatically within your Google Task integrations.
Create Task
Creates a new task in a specified task list.
Create Task List
create a new task list.
Get all Tasklist
get all tasklist
Find Task
search for an existing task
Get Tasks by List
List all task by tasklist.
Update Task
Updates an existing task with new information.
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Frequently Asked Questions
To start, connect both your Google Task and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Task triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Google Task data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Google Task and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Task and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Google Task
Google Task is a task management service provided by Google that allows users to create, manage, and organize their to-do lists and tasks efficiently. It integrates seamlessly with other Google services, making it easy to keep track of your tasks and deadlines.
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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