What does this HighLevel automation do?
Every new HighLevel contact becomes an owned Taskade task.
What can you do with it?
- Give every lead an owner
- Keep contact details with the work
- Respond to new leads faster
The Steps
This automation runs in 2 steps:
- When HighLevel: New Contact
- Then Taskade: Add Task
Who is this automation for?
Built for agencies that work leads outside the CRM. Every new HighLevel contact becomes an owned Taskade task.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Contact" from HighLevel.
- Add the action "Add Task" from Taskade.
- Connect your HighLevel account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.