How do I create an Automation to notify a Sales Rep of a new lead?

This Event-based Automation will assign a Task to the Sales Rep of a newly added Contact.

Recipe:

  1. Choose the "Event based" trigger type
  2. Select the "Contact" trigger record
  3. Choose when the record type is "Created"
  4. Select +Add Condition
    1. If Status is equal to "Lead" (Status names may vary depending on your Workflow)  
  5. Check the radial for "Require all conditions to be true"
  6. Select +Add Action
  7. Choose the "Create Task" Action
  8. Create your Task and choose the assignees, then click "Save"
  9. Save the Rule when you are finished

    Screen Shot 2021-08-06 at 7.54.56 AM
    Automations Event - Recipe 03 Action

    Tip: if you only want new Contacts belonging to certain Workflows to trigger this Automation, add another Condition for "Type".

    The way this example is set up, a Task will be created any time a new Contact is assigned to the Status of "Lead", no matter what Workflow that Status belongs to.