How to Automate Lead Follow-Ups: "Follow-up Task on Lead Tag" Template
In a busy CRM environment, it is easy for potential clients to slip through the cracks. The Follow-up Task on Lead Tag automation template ensures you never forget a prospect by automatically generating a reminder on your to-do list the moment a contact is marked as a lead.
Follow this step-by-step guide to set up your foolproof follow-up system.
Step 1: Select the Template
- Log into your dashboard and navigate to Automations in the left-hand menu.
- Click the New Automation button.
- Scroll down to the Templates section.
- Click on the Follow-up Task on Lead Tag template. This will load a pre-configured automation draft.
Step 2: Configure the Trigger (When)
This template is designed to monitor your CRM for a specific action. The When block is pre-set to: When a tag is added to a contact.
- Default Tag: The template listens for the tag
lead. - Customization: If your business uses different terminology, click the tag field to change it to something like
prospect,VIP, orhot lead.
Step 3: Configure the Task Action (Then)
Next, define what the reminder should say. Scroll to the Then block, which is set to Create Task.
Task Title
The template pre-fills this with "Follow up with new lead." You can customize this to be more specific or use dynamic tokens like {{contact.first_name}} to include the lead's name automatically.
Description (Optional)
Add standard notes to the task, such as:
- A link to your sales script.
- A URL to your pricing PDF.
- Specific instructions for your sales team.
Step 4: Save and Launch
- At the top of the screen, give your automation a memorable name (e.g., "Warm Lead Task Generator").
- Click the Create automation button to activate the workflow.
Moving forward, whenever you (or your AI Assistant) apply that specific tag to a contact's profile, a task will instantly appear on your dashboard.
Pro Tip: Chain Your Automations
You can connect multiple templates to create a fully hands-off pipeline. For example, use the Auto-tag New Contacts template to apply the lead tag when a user fills out your digital business card. That tag will then trigger this automation, generating a follow-up task without you lifting a finger.