Accelo + Salesforce
Create Accelo Tasks for New Salesforce Leads
This automation boosts productivity by creating a task in Accelo for every new lead in Salesforce. Ideal for sales teams, it ensures no follow-up opportunity is missed.
New Lead Added
Triggers when a new lead is added to Salesforce.
Create Accelo Task
Creates a new task in Accelo.
See more Accelo to Salesforce integrations or use AI to customize your automation.
or pick a common variation below
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create Accelo tasks for new Salesforce leads"
Create Accelo tasks for new Salesforce leads
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Accelo + Salesforce.
New Accelo Company
Triggers when a new company is created in Accelo
New Accelo Contact
Triggers when a new contact is created in Accelo
New Accelo Task
Triggers when a new task is created in Accelo
New Accelo Ticket
Triggers when a new ticket is created in Accelo
New Accelo Project
Triggers when a new project is created in Accelo
New Accelo Milestone
Triggers when a new milestone is created in Accelo
New Accelo Activity
Triggers when a new activity is logged in Accelo
Updated Accelo Task
Triggers when a task is updated in Accelo
Updated Accelo Ticket
Triggers when a ticket is updated in Accelo
Updated Accelo Project
Triggers when a project is updated in Accelo
Updated Accelo Milestone
Triggers when a milestone is updated in Accelo
Create Accelo Company
Creates a new company in Accelo
App details
Accelo
Accelo is a cloud-based service operations automation platform. Manage client work, track time and billing, and streamline operations for professional service businesses.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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