CRM - Automation to create a task
By following this guide, you will be able to set up an automation in your CRM to create tasks related to the Opportunities. The automation can be done per stage or directly in the pipeline.
📝 Create an Automation
1️⃣ Access your CRM 👉 Via the “Find Services” menu or type the name in the search.
2️⃣ Go to the Automations section
3️⃣ Start creating 👉 Click on “+ Create Automation”.
⚙️ Configure and Save
Title: ✍️ Example: “Create call task after status update” ➡️ Use a clear title to identify the automation.
Trigger: 🔔 Example: “An opportunity field is updated” ➡️ Defines when the automation should happen.
Condition: ✅ Example: “The opportunity status is Proposal Sent” ➡️ Defines in which situation the action will be executed.
Action: 📌 Choose Create task.
📋 Task Configuration
Here are the fields you can configure in the create task action, with examples:
Board 🗂 ➡️ Example: “Sales” ➡️ Defines which task board the activity will be created in.
📊 Stage Define which stage the task is in:
Open → task created, not started yet.
Pending → in progress, awaiting completion.
Custom → according to the stages you configured in your task board.
Task Title 🏷 ➡️ Example: “Call the customer after sending the proposal” ➡️ It should be short and to the point.
Responsible party 👤 ➡️ Example: “The Opportunity owner” ➡️ Who will execute the task.
Description 🖊 ➡️ Example: “Contact the client to confirm whether they received and reviewed the proposal sent by email.” ➡️ Field to detail what should be done.
Task Type 🔖 ➡️ Example: “Call” ➡️ Categorizes the task (call, meeting, follow-up, etc.).
Priority 🚦 ➡️ Example: “High” ➡️ Defines the urgency of the task.
Due Date (in days) ⏳ ➡️ Example: “2 days after the automation is triggered” ➡️ Helps keep deadlines clear.
Participants 👥 ➡️ Example: “Sales Team” ➡️ People who will collaborate on the task.
Observers 👀 ➡️ Example: “Sales Manager” ➡️ People who only follow along, but cannot edit.
Departments 🏢 ➡️ Example: “Finance” ➡️ Department users can view, but not modify, the task.
Attachments 📎 ➡️ Example: “Proposal sent in PDF” ➡️ Files that help in carrying out the activity.
▶️ Run the Automation
Click on “Play” to start.
To create the automation directly in the Pipeline, go to “Pipeline Automations” and click on “+ New Automation”.
✅ Conclusion
With this setup, you ensure that your Opportunities always have tasks created automatically 🎯. This brings organization, agility, and efficiency to the monitoring of your sales pipeline! 🚀
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