Journey Actions: Create CRM Task

This Journey Step creates a task in Insightly CRM, assigns it to a CRM user, and links it to the Lead or the Contact associated with the Prospect from the Journey action.

CRM_Task_1.png

Users that can be selected in the "Assigned To" dropdown are:

  • Linked CRM Lead or Contact Owner
  • Any Related User Lookup Field on the Prospect that has been synced through the CRM Connector
  • A CRM user 

If the CRM Lead or Contact Owner is selected:

  • If the Prospect is linked to a Contact, the owner of that Contact will get assigned the task.
  • If the Prospect is not linked to a Contact but is linked to a Lead, the owner of that Lead will get assigned the task.
  • If no Contact or Lead is linked, the Journey will progress to the next step without creating a task.

Users can set the task's due date between 0 and 365 days after the step has been executed.

The task will have a link back to your Prospect in the description information.

Crm_task_1.gif

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