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Add Contact Task

  • April 29, 2025
  • 4 replies
  • 10176 views
I

Hi everyone,

Does anyone know how to automate adding a task at the contact level? Our sales cycle is quite long, and we focus more on the contact level than the deal level until our leads are qualified. I need a way to automate contact tasks to alert the sales team as soon as leads come in. Is there a trick to this, or is it not possible yet? Hopefully, it’s something on the roadmap!

Thanks

4 replies

J
  • jacobmonash
  • Certified Consultant
  • April 29, 2025

Ah yes I see, how strange that you can automate adding tasks to deals but not contacts.

In case there’s no better solution, could you simply automate a notification email to the sales team to let that a new lead has arrived?
Or, perhaps you could create deal pipeline specifically for lead qualification?

I

Thanks for your input! We do get notifications when a lead comes in, but since we’re a small team, those emails tend to get forgotten pretty quickly. I’ve set up a pipeline to test this out and see which method works better. Thanks again for the suggestion!

E
  • enhanza
  • May 4, 2025

Hey! I would still recommend creating a deal as it keep things organized and better measurable. You can create a separate pipeline for this early stage of you don’t want to “mess up” the pipeline with qualified leads.

    K
    • KayPeacey
    • ActiveCampaign Superuser, Certified Consultant, Customer Advisory Board Member
    • May 7, 2025

    @intelliworx I’m not aware of a way to do Contact Task automation inside AC natively - but some of the third party API integrations can do it.

    So if you’re open to using webhooks and some task cost for Zapier / Pabbly / Make then it can be done.

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