I want to create a task associated with a lead once that lead is added to a particular target list. At first glance, I see no way to achieve this using a workflow. So what would be the best method and place to create this function?
I want to create a task associated with a lead once that lead is added to a particular target list. At first glance, I see no way to achieve this using a workflow. So what would be the best method and place to create this function?
Hey Jeff,
My recommendation would be using Developer Guide - before_relationship_add or Developer Guide - after_relationship_add logic hooks, you can create the task in this logic hooks.
Best Regards
Tevfik Tümer
Developer Support Engineer