banana.cards

Use Case: Create Follow-up Tasks for New Leads

Create a follow-up task automatically when a contact is tagged as a lead.

Updated · Sep 24, 2026

Use Case: Create Follow-up Tasks for New Leads

Never forget to follow up. Tag a contact and the task is created for you.

Set it up

  1. Open Automations.
  2. Choose the template Follow-up Task on Lead Tag.
  3. Trigger: When a tag is added to a contact. Choose the tag, for example "lead".
  4. Action: Create Task, for example "Follow up with new lead".
  5. Save and turn it on.

The result

Each time someone tags a contact as a lead, a task appears in Tasks, linked to that contact.

Variations

  • Use a "hot" tag for urgent follow-ups.
  • Use an event tag, for example "Expo 2026", to follow up with everyone you met.

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