Create Automated Workflow to Monitor New Salesforce Objects and Take Prompt Action
Monitor new Salesforce leads, opportunities, accounts, cases, tasks etc via alerts and automations. Create tasks for your team, and track each task till resolution
Start Monitoring and Managing Salesforce New Objects in Salesforce
Log new objects created in Salesforce as tasks in ClickUp.
Create or update a ClickUp folder for new objects created in Salesforce.
Log new objects created in Salesforce as Freshdesk tickets.
Record new objects created in Salesforce on Google Sheets.
Create a ticket on Intercom Help Desk for new objects created in Salesforce.
Create a Jira ticket for new objects created in Salesforce.
Notify about new objects created in Salesforce via chat or channel messages on Microsoft Teams.
Change monday's columns to indicate new objects created in Salesforce.
Record monday updates to reflect new objects created in Salesforce.
Generate monday items for new objects created in Salesforce.
Update database item on Notion for new objects created in Salesforce.
Slack will notify you about any new objects created in Salesforce.
Set up Trello cards to organize newly created objects in Salesforce.
Set up Trello boards to organize newly created objects in Salesforce.
Generate a Zendesk ticket for a new object created in Salesforce.
Generate an issue on Linear for new objects created in Salesforce.
Create a ticket on Zoho Desk for a new object created in Salesforce.
Monitor salesforce new objects on Salesforce and get your team to act on them quickly
Get alerted on new Salesforce objects, and automatically create tasks for each alert for your team to work on
Get notified for every salesforce new objects 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 objects 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