Summary
Learn how to automatically apply task templates to contacts using contact automations.
This article covers:
Overview
Contact Automations lets you trigger task templates based on contact-related events, like when a contact is added. This ensures timely follow-up and reduces manual work.
Note: You can link Library templates to tasks within your Task Templates. When it's time to act on the task, you can select the ‘Generate Email’ button to preview a populated email before sending it.
Configure contact automations
To automatically apply task templates:
- Go to: Settings > Automations
- Click + New Automation or Click an existing one to modify
- Select Contacts in Trigger Category
- Select the event or Trigger Type that will trigger the automation
- Enter the Automation Name
- Enter a Description
- Click the Trigger card to configure the Trigger Settings
- Click the + add button below the Trigger Box
- Select Condition
- Click Office
- Select the Trigger Office where this automation applies
- Under the Yes path click the + add button
- Select Action
- Select Apply Task Template as the Action
- Click the Action card
- Select who the automation applies in the Recipients
- Select the Default consultant
- Select the desired Task Template
- (Optional) Click the + add button under the action card
- (Optional) Select Flow to set a wait/delay or when the automation should occur
Once all details are complete:
- Click Save as draft to save the automation for later
- Click Save & Activate to activate the automation
Once saved, the Contact Automation will automatically apply the selected Task Template whenever the defined trigger event occurs.
This ensures your team can work more efficiently, with consistent follow-ups and actions completed automatically based on your chosen setup.