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.

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.

Instructions

Add a Task Step

To add a Task from your Automated Program:

1. Go to Automation > Automated Programs.
2. Create a new program or edit an existing one using the Automated Journey Builder.
3. Go to Program Flow and add a new step   
4. Select Add a Task.
5. 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
6. 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