Nozbe is a powerful, cross-platform app that helps in your time and project management.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
nozbe + SalesforceUpdate Contact in Salesforce when New Project is created in nozbe Read More...
nozbe + SalesforceUpdate Custom Object in Salesforce when New Project is created in nozbe Read More...
It's easy to connect nozbe + Salesforce without coding knowledge. Start creating your own business flow.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task is created
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create new project
To create a new task into a project.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Nozbe is a web-based personal task manager with support for offline operations. It was founded in 2004, and as of June 2010, had over one million users in over 160 countries.
Nozbe has strong integration with Google Calendar, supports multiple languages, can sync with Google Contacts and Google Tasks, and allows the user to maintain data security by using what the company calls “encrypted online storage”.
Salesforce is a company that offers cloud computing software for customer relationship management (CRM), sales force automation (SFA. and service cloud.
Salesforce Oculis allows you to integrate your Salesforce data into Nozbe. You can find Nozbe at http://www.nozbe.com/.
Nozbe Oculis lets you export contacts from Salesforce to Nozbe, create new tasks in Nozbe from opportunities/cases in Salesforce, and view information about opportunities/cases in Salesforce right from Nozbe. In addition, you can manage your tasks from your mobile device or tablet when you’re not near a computer.
Information about an opportunity—such as its name, contact information, type, and status—will be available in a “Summary” view when you open the opportunity in Nozbe Oculis. You can use this view to update or mark an opportunity as “Closed”. If you are working on an opportunity that has a case associated with it in Salesforce, you can see all the related cases in a “Details” view. The related cases will appear under the opportunity. You can then add or modify the related cases from this view.
If you have previously exported contacts from Salesforce to Nozbe, you can also import these contacts into Nozbe Oculis. The fplowing information is available in your contacts after importing them from Salesforce. name, email address, telephone number, city, state/province, country, job title, rpe (such as Account Owner or Sales Representative), industry, and notes.
Creating Tasks from Opportunities/Cases
If you have configured your Salesforce account in Nozbe Oculis, you can create new tasks from opportunities/cases in Salesforce. When creating a task from an opportunity/case, you will be able to choose which fields should be included in the task when it is created. For example, if the opportunity/case has a field called “Customer Name”, choosing this field will include the customer name in the task that is created when you create the task from the opportunity/case. You can also include a custom field value if you want to track additional information about the opportunity/case. You cannot include more than five fields when creating a task from an opportunity/case. After creating the task, you can modify it to include more fields if needed. You can also edit the name of the task or change its owner if necessary.
Viewing Opportunities/Cases Information in Nozbe
If you have configured your Salesforce account in Nozbe Oculis, you can view information about opportunities/cases in Salesforce when they open in Nozbe Oculis. This lets you see details about an opportunity/case without having to open it in Salesforce. For example, if you are using Outlook for email and want to see details about an opportunity without having to open Salesforce or go to a different website, you can view information about an opportunity in Nozbe Oculis. You cannot view tasks that were created from opportunities/cases in Nozbe Oculis because they are separate entities; only tasks that were created directly in Nozbe Oculis will be displayed when viewing information about opportunities/cases in Nozbe Oculis. However, if there are no tasks associated with an opportunity/case when you view it in Nozbe Oculis, information about the corresponding task will be included in the view instead.
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