Task + Salesforce Integrations, Built by an AI Agent
Put Task + Salesforce to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Task and Salesforce
See the kind of workflows teams build with Task and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Task + Salesforce
When a task is completed in Task, update task activity history on the related Salesforce account.
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Create onboarding projects for closed-won deals
When a deal is marked as won in Salesforce, automatically create a dedicated project space in Task for customer onboarding.
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Assign follow-up tasks when new leads arrive
When a new lead is created in Salesforce, automatically generate a review task in Task for the assigned account executive.
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Log deal activities from team feedback
When a new comment or review is posted in Task, automatically log a note on the associated deal in Salesforce.
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Browse the full workflow library →
Looking to achieve something else with Task and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Task and Salesforce
Everything Task and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Task Explore Task →
A team collaboration and workflow tool that helps users organize tasks, assign responsibilities, and track project progress.
TriggersTriggers when a task is completed.
Creates a new task.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
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Assembly
Assembly is a workplace engagement and recognition platform designed to reward employees and foster team collaboration.
Atarim
Atarim is a visual feedback and workflow management platform designed for web agencies, developers, and clients to collaborate on websites.
Beekeeper
Beekeeper is a team collaboration and mobile communication platform designed to connect frontline employees with operational news and workplace tools.
beSlick
A process and task management tool that helps teams document standard procedures and track daily operational workflows.
Blink
Blink is an employee app and frontline collaboration platform that connects workforce teams through newsfeeds, messaging, and access to documents.
BlogIn
BlogIn is an internal company blog software that acts as an internal knowledge base and team news sharing tool.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Task + Salesforce
Is there a pre-built Task + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Task and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Task or Salesforce connector?
No. The Agent works whether or not Task or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why should sales teams connect Salesforce to Task?
Integrating Salesforce and Task ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.
Can updates made in Task sync back to customer deals in Salesforce?
Yes, when team members comment or share updates in Task, relevant deal stages or activities in Salesforce can be automatically updated.