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:
- Choose the "Event based" trigger type
- Select the "Contact" trigger record
- Choose when the record type is "Created"
- Select +Add Condition
- If Status is "Lead" (Status names may vary depending on your Workflow)
- Check the radial button for "Require all conditions to be true"
- Select +Add Action
- Choose the "Create Task" Action
- Create your Task and choose the assignees, then click "Save"
- Save the Automation when you are finished
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Tips:
- 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 created in the Status of "Lead", no matter what Workflow that Status belongs to.