CRM - Automation to create a task
Following this guide, you will be able to set up an automation in your CRM to create tasks related to Opportunities. The automation can be done by stage or directly in the pipeline.
📝 Create an Automation
1️⃣ Access your CRM 👉 Through the “Find Services” menu or type the name in the search.
2️⃣ Go to the Automations section
3️⃣ Start creation 👉 Click on “+ Create Automation”.
⚙️ Configure and Save
Title: ✍️ Example: “Create a call task after status update” ➡️ Use a clear title to identify the automation.
Trigger: 🔔 Example: “A field of the opportunity 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 in which task board the activity will be created.
📊 Stage Define which stage the task is in:
Open → task created, not yet started.
Pending → in progress, awaiting completion.
Custom → according to the stages you configured in your task board.
Task Title 🏷 ➡️ Example: “Call the client after sending the proposal” ➡️ It should be short and to the point.
Responsible party 👤 ➡️ Example: “The Opportunity owner” ➡️ Who will perform the task.
Description 🖊 ➡️ Example: “Reach out to confirm whether the client received and reviewed the proposal sent by email.” ➡️ Field to detail what should be done.
Task Type 🔖 ➡️ Example: “Call” ➡️ Classifies 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.
Watchers 👀 ➡️ Example: “Sales Manager” ➡️ People who only follow along, but cannot edit.
Departments 🏢 ➡️ Example: “Finance” ➡️ Department users can view, but not change the task.
Attachments 📎 ➡️ Example: “Proposal sent in PDF” ➡️ Files that help with executing the activity.
▶️ Run the Automation
Click “Play” to start.
To create the automation directly in the Pipeline, go to “Pipeline Automations” section and click “+ New Automation”.
✅ Conclusion
With this configuration, you ensure that your Opportunities always have tasks created automatically 🎯. This brings organization, agility and efficiency to monitoring your sales pipeline! 🚀
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