Workflow · Sales
Lead lost → check back in 30 days
Thirty days after a lead is lost, a task reminds you to try again.
3 steps · 3 apps- TriggerA lead was lost, by hand or by the auto-close ruleSales
- 1FlowWait a whileWorkflow
- 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 lost, by hand or by the auto-close rule
The flow starts the moment this happens in Sales — nobody needs to press a button.
- 2
Flow · Workflow
Wait a while
The flow waits for the set time, then carries on.
- 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
- Workflow
- 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 Lead lost → check back in 30 days
Runs on your own Claude or ChatGPT subscription, or your API key.