How Do I Create an Automation To Make a Task List for a Sales Rep With a New Lead?

This Event-based Automation allows you to assign a list of Tasks to a team member whenever a Contact comes in as a new lead.


  1. Choose the "Event based" trigger type
  2. Select the "Contact" trigger record
  3. Choose when the record type is "Created or Modified"
  4. Select +Add Condition
    1. If Type is equal to "Residential Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again 
    1. If Status is equal to "Lead" (Status names may vary depending on your Workflow) 
  6. Check the radio for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Create Task" action
  9. Create your Task and choose the assignees, then click "Save"
  10. Repeat steps 8 and 9 as many times as needed
  11. Save the Rule when you are finished

    Automations Event - Recipe 08