You can use an Automated Program to create a Task in Salesforce or MS Dynamics. This can alert your sales teams to take action when your leads or contacts hit certain milestones, where a follow-up contact is necessary, or when there is behavior that indicates intervention might be necessary.
Why this matters: A Task in your CRM shows up right where your sales team already works, so a lead that's ready for a human touch doesn't sit unnoticed in a marketing dashboard.
Quick Reference (Advanced Users)
- Requires a Data Management sync scheduled at least monthly, and a CRM list or segment as the program's source.
- Need more task options in Salesforce? Use the Create in CRM step instead.
To Get Started
Before you can create a Task in Salesforce or MS Dynamics from your Automated Program, these requirements must be met:
- Your Data Management sync must be scheduled to run at least once a month.
- Your Automated Program must use a CRM list or segment as its source.
Add a Task Step
To add a Task from your Automated Program:
- Go to Automation > Automated Programs.
- Create a new program or edit an existing one using the Automated Journey Builder.
- Go to Program Flow and add a new step
- Select Add a Task.
- Update the task details:
- Step Name is for display in your program flow.
- Assigned To defaults to Contact Owner and will assign to the contact's CRM owner; you can select any CRM user from this list if you need the task to be assigned to a specific user.
- Subject share a note about the task
- Comments share a note about the task
- Status
- Priority
- Due Date
- Click Submit.
If you need more options when creating a new task in Salesforce, you can also make a task using the Create in CRM step. Learn more
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