How does this affect me?
This feature gives you a single, flexible way to create downstream records and activities directly inside the journey builder.
- Create records or activities from a single tile, including tasks, phone calls, leads, opportunities, or custom entity records.
- Use required and optional fields, including custom attributes, to match your exact process requirements.
- Add dynamic content to any field, using real time attributes from contacts or leads.
- Eliminate the need for complex workflows or custom code, making automation more accessible and easier to maintain.
What action do I need to take?
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Transform customer journeys into action with record creation.