Create Task From New Contact

What Can You Do With This Automation?

With an automation that creates tasks from new contacts, you can:

• Automatically generate follow-up tasks for new client inquiries.
• Ensure every new contact is promptly assigned to a team member for action.
• Streamline your onboarding process by creating a checklist for new clients.
• Create immediate tasks for sales representatives when new leads are captured.
• Set up reminders to schedule introductory meetings with new contacts.

Use Cases For Creating Tasks From New Contacts

There are several potential use cases for an automation that creates tasks from new contacts:

• Sales Teams: Automate lead management processes, ensuring every new prospect is followed up promptly.
• Customer Support: Automatically create support tickets or follow-up tasks when new customer contacts are added.
• Human Resources: Generate onboarding tasks for new hires to ensure a smooth transition.
• Event Management: Automatically assign tasks for organizing events based on new attendee registrations.
• Marketing: Create to-do lists for nurturing new leads captured through marketing campaigns.

How To Use This Automation

Here’s how to set up your first Taskade Automation:

1. Go to the “Automations” tab in your workspace.
2. Click ➕ Add automation ➡ choose a template or start from scratch.
3. Click ➕ Add Trigger and define the conditions.
4. Click ➕ Add Action and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.