How can I filter for only high-priority workflow alerts?

DryMerge allows you to filter workflow alerts by priority. Just specify what criteria define 'high-priority' for you, and DryMerge will handle the rest.

Can I also use this with Zoho CRM instead of Salesforce?

Yes, you can use this with Zoho CRM instead of Salesforce. Describe the necessary changes, and DryMerge will configure the automation to fit Zoho CRM.

Who uses this automation and what do they use it for?

This automation is utilized by sales and support teams to ensure timely follow-ups and manage their workflow effectively, thereby increasing productivity and efficiency.

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HubSpot + Salesforce

Create Follow-Up Tasks in HubSpot from Salesforce Workflow Alerts

Ensure timely follow-ups by creating tasks in HubSpot based on workflow alerts in Salesforce. This automation helps sales and support teams prioritize and manage their workflow effectively, ensuring no critical task is overlooked.

New Workflow Alert

Triggers when there's a new workflow alert in Salesforce.

Create Follow-Up Task

Creates a new follow-up task in HubSpot.

See more HubSpot to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Schedule Follow-Up Emails in HubSpot for Closed Deals in Salesforce

HubSpot + Salesforce

Update Salesforce when HubSpot Deal Stage is Updated

HubSpot + Salesforce

Update Salesforce Contact Preferences from HubSpot Changes

HubSpot + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in HubSpot from Salesforce workflow alerts"

Create follow-up tasks in HubSpot from Salesforce workflow alerts

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 HubSpot + Salesforce.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Zoho CRM

CRM Platform

Pipedrive

Sales CRM

Linear

Issue Tracking

Get Started with DryMerge

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