Hi all. As part of an automation I am creating, I would like to create a task to call a contact.
I don’t want to create a deal as in the CRM side of things which we’re not using. I just want to create a task so that I know I’ll have to call that contact manually.
Any ideas how I might get this to work?
Many thanks
Robin
Hi Robin (@bemore744),
The CRM is the only place within ActiveCampaign that you could automate a task. However, you might be able to setup an automation that tags the contact or create a custom field to then segment who to call.
Hope that helps!
Perry
Perry -
This would be a big feature for us as well. Tons of companies are depending on multi-modality touch points that aren’t just email or deal oriented (linkedin request, call, send mailer, etc etc). With the ability to customized task types already there it seems all you are missing it to add it as an automation step option.
I vote for this feature!
Thanks in advance,
Absolutely understand, Max (@sycorr), and thank you for the input. I passed this on to the team for you.
Cheers,
Perry
So this is a major issue. ActiveCampaign is a great tool to use even when you run a -not- deal oriented business, but the platform somehow lacks usability in important places. For example:
So even with all the work arounds I came up with the only that will actually work requires me to write an SDK for the v3 API myself and then add a contact task through the API on signup, but this will obviously lack all the possibilities that an automation will give me.
Is there really still no way to add a contact task through an automation?
We also really need this function. When can we expect implementation?
Any update on this feature. It would be great to be able to add a task within an automation.
We are also in dire need of this functionality too. Really causes us a lot of manual effort without it.
US too. It’s got to be easy to apply. What’s confusing is that this allows MORE functionality, not less. Can anyone from AC explain why we’re being force dot use the deals fuction when not needed?
I know. It’s a higher plan feature. But please tell me it’s not just about that…I already bought it anyway.
Another vote here to have this feature implemented. I have 2 clients who desperately need this functionality.
I also found that there are more requests for this in AC ideas:
https://ideas.activecampaign.com/ideas/AC-I-11961
Maybe if we can get lots of votes on this it will be put through for implementation? 
+1 to add the automatic creation of tasks.
Would also love to see this feature.
Hope it is implemented soon!
Any updates?
We need this feature too.
+1. New customer here and on day one we are already facing a hurdle. I’m very surprised this isn’t available. It seems like a no brainer that this function would exist.
PLEASE add this feature. We need to reach out to our evergreen clients on an ongoing basis without having an associated deal. How is this now a function?! Come on now!
Yet another basic feature that is missing. Basic things like adding a task to a contact using automation, not to mention adding a CC address to an email, makes it hard to not look at other options that are out there.
It was raised in August 2018, so it has been missing for a while. I cannot understand how it has not been acted on since then, given it is a basic function that you think would be needed. How else can I assign a new enquiry to someone?!
I am looking for the same feature. Have an automation trigger a task.
Yep…Big needs for this one.
Same here, also want to add contact tasks (without deals) from automations