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.

What creating a task in Captello does is pre-fill information about the task that gets sent to the task fields inside Salesforce (Subject, Comments, Priority, Status and Due After).

Creating a Task on Captello

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

Navigate to Setup > App Setup > Tasks.

Click on ‘New’

Fill in the task details.

These details go to the equavilent standard fields on the task object inside Salesforce.

Make sure the that task Type field is visible for the connected user’s profile, in order to add type to the created tasks.

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.

The screenshot below also shows a Salesforce sync action prior to the task action.

Select the task type (created earlier) and owner.

In this example, upon form submission, the prospect is synced to Salesforce and a task is created!

Creating Salesforce Tasks

Overview

Prerequisite

Creating a Task on Captello

Using the Task Creation Fulfillment Action

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