Client User Tasks
What is a Task?
- A Task is classified as any action that would cause data to be sent from the Source CRM to our integration and into the Target system.
What is the Task Limit for Each Plan?
- Free Plan = 100 Tasks per month
- Starter Plan = 5,000 Tasks per month
- Growth Plan = 25,000 Tasks per month
- Professional Plan = 75,000 Tasks per month
- Scale Plan = 150,000 Tasks per month
- Enterprise Plan = Unlimited Tasks
What Happens When the Task Limit is Reached?
- When the monthly task limit is reached, the subscription will automatically upgrade to the next Monthly Plan.
Does the Subscription Go Back Down After the Billing Period?
- No, once the task limit of your current plan is reached your subscription will stay on the new monthly plan.
- This policy is in place due to many clients exceeding their original limit each month which would place them right back into the plan they were upgraded to.
- Most task amounts are a reflection of how a client uses that integration. We almost rarely see task counts go down as most teams are growing and pushing more data through our system over time.