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Create a CRM sales task for the contact

Create a CRM sales task for the contact creates a task on the contact record in scope. Use it to automatically generate follow-up tasks when contacts reach specific stages. This action is available on contact-scoped triggers.

How it works​

  1. The automation reaches the step with a contact in scope
  2. The step creates a CRM sales task with the details you configured
  3. The task appears on the contact record and in the assigned person's task list
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Advanced, select Create a CRM sales task for the contact
  3. Configure the task details:
FieldRequiredDescription
Task titleYesThe name of the task. Supports dynamic content.
DescriptionNoAdditional details about the task. Supports dynamic content.
AssigneeNoThe team member to assign the task to.
Due dateNoWhen the task is due.
tip

Use Add dynamic content in the title and description to include context from previous steps.

Outputs​

This action produces no outputs available to downstream steps.