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

1. Log into your dashboard and navigate to Automations in the left-hand menu.
2. Click the New Automation button.
3. Scroll down to the Templates section.
4. 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, or hot 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

1. At the top of the screen, give your automation a memorable name (e.g., "Warm Lead Task Generator").
2. 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.