Create TMetric Task for new Salesforce Contact

This integration selects new Salesforce contacts and imports them to TMetric as tasks.

Note: It does not import pre-existing Salesforce contacts to TMetric tasks.

How to Set Up

1. Select or create connections: Salesforce connection for Source and TMetric connection for Target.
2. Provide the necessary information for the integration execution:
   1. Open the import task.
   2. On the Mapping Definition, for the AssigneeId field, specify the email of TMetric member who will work with the task instead of Enter TMetric member's email....
   3. For the ProjectId field, specify the name of TMetric project within which the task will be executed instead of Enter your Project name....
   4. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create TMetric tasks from specific new Salesforce contacts, configure filters in the task editor.