Turn prospect tasks into Salesforce leads
Capture a prospect in Google Tasks, add the details needed for a lead, and let Notis create the Salesforce record when it is ready.
Trigger
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect details gathered in a task can remain outside the CRM until someone remembers to enter them.
- Enter qualified prospects into Salesforce sooner
- Use task notes to carry prospect context
- Reduce manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce lead only when the task provides the prospect's last name and company, and then apply your organization's lead assignment rules.
- 4Pick the Google Tasks Task Updated trigger for the relevant list and choose where run reports should go.
- 5Test with one real task containing complete prospect details and review the created lead.
Questions about this workflow
What details must the task include?
Salesforce lead creation requires a last name and company in the standard case. Include those details in the task so Notis can determine whether it is ready.
Can the lead be routed to the right owner?
Yes. The instruction can ask Notis to apply Salesforce's configured lead assignment rules after creating the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Salesforce. A trigger fires from one place; an action lands in another.
Google Tasks triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Google Tasks and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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