Create Follow-Up Tasks in Google Sheets for New Salesforce Contacts
Ensure that every new contact leads to timely follow-ups by adding the newly created Salesforce contacts to a follow-up task list in Google Sheets. This automation is perfect for sales teams that want to streamline their communication processes and ensure no potential lead is missed.
When this happens...
New Contact Added
Triggers when a new contact is added in Salesforce.
automatically do this!
Create Follow-Up Task
Adds a new follow-up task in Google Sheets.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Create follow-up tasks in Google Sheets for new Salesforce contacts
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Google Sheets for new Salesforce contacts"
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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.
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
Supported triggers and actions
Create Sheet
Handles the creation of Google Sheets' first tab
Delete Sheet
Handles the deletion of Google Sheets' first tab
Read Sheet
Handles reading from Google Sheets' first tab
Update Sheet
Handles updates to Google Sheets' first tab
Search Sheets
Searches Google Sheets
List Sheets
Lists all Google Sheets sorted by creation date
New Google Sheet
Triggers when a new Google Sheet is created
Added or Updated Google Sheet Row
Triggers when a row is added or updated in a Google Sheet
Create Contact
Creates a new contact in Salesforce
About Google Sheets
Google Sheets is a web-based spreadsheet application for creating, editing, and collaborating on spreadsheets. Read, write, and manipulate data for powerful data management and analysis.
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About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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