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Note

Only available when integrated with Salesforce.

Overview

As a marketer, you have information that can assist sales in closing deals. You can create tasks to let them know what they should do and when they should do it.

Usage

By default, the flow step will look like this:

Customize all fields to create the task the way you want it.

Tip

You can use {{lead.tokens}}, {{company.tokens}}, {{campaign.tokens}} and {{system.tokens}} in the Subject and Description. See Tokens for Flow Steps for more details.