Salesforce and Avaza are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in Salesforce, do you also create a task in Avaza? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.
However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Avaza is to use this Salesforce - Avaza integration. Using this integration, you can create a new task in Avaza that will be automatically populated with data from a new record in a Salesforce.
This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. Avaza is a great tool for this.
All you need to do is - integrate Avaza with Salesforce to create task in Avaza automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Avaza to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!
With our integration between Salesforce and Avaza, creating task in Avaza is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in Avaza to keep your team up-to-date.
You Can Also Connect Avaza or Salesforce With 1400+ Other Apps
Avaza
Avaza is the #1 Project & Time Tracking tool. It's simple and easy to use, so you can get more done in less time. Get paid faster with built-in invoice and expense tracking, timesheets and invoicing. Try it now, risk free!
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.