Workflow · Sales
New lead → assign to me and add a follow-up task
Every captured lead is assigned to you, with a task to call them.
3 steps · 2 apps- TriggerA lead was openedSales
- 1ActionAssign a leadSales
- 2ActionCreate a taskTasks
- DoneLogged in the run history
How it works
3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Sales
A lead was opened
The flow starts the moment this happens in Sales — nobody needs to press a button.
- 2
Action · Sales
Assign a lead
The lead is assigned to you and shows under your name in the sales list.
- 3
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Sales
- Tasks
To run it
- Modules switched on: Sales, Era
- Picking it in Era and looking it over once
Business setups that include this workflow
Similar templates
Start with New lead → assign to me and add a follow-up task
Runs on your own Claude or ChatGPT subscription, or your API key.