Create Automated Workflow to Monitor New Salesforce Deal Assignment and Take Prompt Actions
Monitor new deal assignments or SDR handoffs via alerts and automations on Salesforce. Create tasks for your team, and track each task till resolution
Start Monitoring and Managing Salesforce New Deal Assignments in Salesforce
Alert about new deal assignments in Salesforce through chat or channel messages on Microsoft Teams.
Monitor salesforce new deal assignments on Salesforce and get your team to act on them quickly
Get alerted on new deal assignments in Salesforce, and automatically create tasks for each alert for your team to work on
Get notified for every salesforce new deal assignments on Salesforce
Pre-built template to get started quickly
Get started without engineering dependency
Connect Salesforce with Slack, Zendesk and 30+ other tools
Create tasks/tickets for salesforce new deal assignments in Salesforce
Convert alerts to tasks and track them for proactive resolution
Set up escalation rules and resolve tasks across any tool
Don't miss out on high-priority, time-sensitive issues
Create playbooks and custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
Setup human-in-the-loop workflows and analyze insights
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Analytics on team performance
Get reports on TAT breaches, escalations, resolution % etc
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert notifications to tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing
Frequently Asked Questions
What is the pricing?
Embark on your automation journey for just $249/month for 10 users. Enjoy a worry-free start with Locale's 14-day free trial – explore before you commit!
How quickly can I get started?
Lightning Fast! Signup to Locale, connect your apps, pick from 200+ ready-made workflow templates, and you are ready to get going.
Will my data be secure?
Your data's security is our top concern. We're proud to be SOC-II and GDPR compliant, ensuring stringent measures to protect your information and maintain your trust.
Will I get onboarding and service assistance?
Absolutely! We've got your back. Locale comes with onboarding assistance and if you get stuck in building in workflow, your dedicated customer success manager is just a click away.
How are you different than Zapier?
Zapier helps you in building basic automation that can help you get notified on issues. But how do you ensure the issue is being worked upon? Locale helps you with that. Every alert on Locale becomes an incident that someone has to work on to ensure the issue is resolved.