Prerequisites
You must connect your Salesforce account in Settings > Integrations before using this node.Configuration
Select one of three actions:Link to campaign
Associates the contact with a Salesforce campaign and optionally sets their campaign member status.| Setting | Description |
|---|---|
| Campaign | Select a Salesforce campaign to link the contact to. |
| Status | Optionally set the campaign member status (e.g., Sent, Responded). If no status is configured, Salesforce uses the campaign’s default status. |
Assign to lead queue
Routes the contact’s lead record to a Salesforce lead queue for round-robin or manual assignment by your sales team.| Setting | Description |
|---|---|
| Lead queue | Select the Salesforce lead queue to assign the contact to. |
Create task
Creates a Salesforce task linked to the contact’s record so your team can follow up.| Setting | Description |
|---|---|
| Owner | The Salesforce user who owns the task. Defaults to the authenticated account. |
| Priority | Task priority level. |
| Status | Task status (e.g., Not Started, In Progress). |
| Subject | The task subject line. Supports Liquid templating — type / to insert dynamic values. |
| Description | Task description. Supports Liquid templating — type / to insert dynamic values. |
| Due | Optionally set a due date for the task. |
| Remind | Optionally set a reminder for the task owner. |
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.Behavior
- The node executes once per contact as they pass through.
- The Salesforce action is performed 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.
Use cases
- Campaign tracking — link contacts to a Salesforce campaign when they enter a nurture workflow to track engagement and attribution
- Lead routing — assign inbound leads to the appropriate sales queue based on workflow branching logic
- Sales follow-up — create a task for the account owner when a high-intent contact reaches a key step in the workflow