Dino Delic
plus one. i would love to be able to see sales workflow tasks
AndyDaSilva52 😎
Zane Mccaig
Merged in a post:
Salesforce Integration
Saura Johnston
Would be VERY cool to have a Salesforce Task integration. Create, Edit, and mark tasks complete. Associate tasks with people, accounts and opportunities. Assign tasks to others.
Caleb Zimmermann
Agreed that this would be really helpful! Thinking for our salespeople, if they could pull in their salesforce tasks and prioritize most important ones in here. That would be pretty cool.
Andrew Dunn
Much of the workflow seems focused on improving the workflow for product managers, which is awesome. An extended use case that could really supercharge the lives of Account Managers and CSMs would be bringing having the option to create and pull over SFDC tasks, copying calendar events (and durations) into SFDC as events, and being able to pull over any CTAs as tasks. Much of the work AMs/CSMs/AEs do are logged and tracked in SFDC, but not many people prefer to work directly from SFDC.
Jeff Holek
+1 for this. There are definitely some bigger hitters, but still nice to have something that could sync with Cases in my name, or tasks assigned to me.
Zack Swire
I haven't been a salesforce user but must now due to a practice management integration. Thus, it would be helpful - plus, I know there are many using Salesforce. Personally, I've been using tools like Hubspot, Pipedrive and others for years, but could see the need for all of them to be integrations in time.
Ashutosh Priyadarshy
open