Share on LinkedIn0Tweet about this on TwitterShare on Facebook0Google+0

New Feature: create a task from automation rules

Previously you could create tasks from completion actions on forms, files, etc. Then we enabled tasks for drip programs and lead nurturing campaigns. Now, by popular demand, you can create them via automation rules.

Create tasks via automation rules

Remember that tasks will not push into if the prospect does not have an assigned user (or already exists in They use the same criteria for syncing as campaigns, prospects, etc.