working on automating opportunities and want to trigger a new task when an existing task is not completed. Was going to create a campaign that creates tasks when Opportunities are created. As long as the tasks are completed we’ll move the user through the process. However, if a task is not completed we want to create a new task for the manager. (The problem we’re having is that marketing is doing a great job capturing leads but sales is not following up on them.)
Any ideas?
So automating opportunities and tasks responses cannot be done directly in the UI. It can be done with webhooks and the API (basically can only be done by writing code).