Overview

Captello allows creating tasks for Salesforce records (Leads and Contacts), by creating a task, adding details to it (Subject, Comments, Priority, Status and Due After) and assigning an owner for it.

Prerequisite

In order to use the ‘Create Salesforce Task’ fulfillment action, a task needs to be created in Captello.

Creating a Task on Captello

To create a task on Captello, follow the steps below:

• Navigate to Setup > App Setup > Tasks.

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• Click on ‘New’

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• Fill in the task details.

Captello supports the following task types: Call, Email, Meeting, Other.

Using the Task Creation Fulfillment Action

In the following example, a fulfillment action is set up upon form submission.

• Click on the gear capture form’s gear button, then click ‘Action (Submission)'.

• Select ‘Create Salesforce Task’ among other Salesforce actions.

• Select the task type (created earlier) and owner.