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The Create Salesforce Task node creates a Salesforce task linked to the contact’s record so your team can follow up. Use it to prompt sales action when a contact reaches a key step in the workflow.

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Prerequisites

You must connect your Salesforce account in Settings > Integrations before using this node.

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Configuration

Text inputs in this node support Liquid templating. Type / in any text field to open the command menu and insert liquid expressions, contact fields, or tokens.

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Behavior

  • The node executes once per contact as they pass through.
  • The task is created before the contact advances to the next node.
  • If the Salesforce connection is inactive or the action fails, the contact continues to the next node.

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Use cases

  • Sales follow-up — create a task for the account owner when a high-intent contact reaches a key step in the workflow
  • Handoff reminders — prompt a rep to reach out after a contact completes a nurture sequence
  • Event follow-through — queue a follow-up task when a contact registers for or attends an event