What is sales automation?
Sales automation in Taskade routes leads, opens follow-up tasks, and keeps CRM records moving with the pipeline. Start with Create Task From New Contact Email or Route New Leads to the Right Rep. Then pick scoring, stalled-deal alerts, or a quote leaf below. Each flow stays editable.
Which sales job should you choose?
- Capture a new lead: Create Task From New Contact Email, Create New HubSpot Contact
- Route and score: Route New Leads to the Right Rep, Score and Grade Inbound Leads
- Unstick the pipeline: Alert Reps on Stalled Deals
- Quote and close: Generate Quotes From Won Deals
Automate your sales pipeline with intelligent workflows that score leads, route deals, and trigger follow-ups. Build systems where every lead gets attention with Taskade Genesis. Learn how to create AI sales agents that close deals 24/7.
How do you start with a live kit?
Clone a running Taskade Genesis app, then edit.
- Client Connect Dashboard - pipeline, contacts, and follow-ups in one view
- Invoice Tracker - clients, invoices, and payment follow-ups
- Sales generators - product catalog with order and customer capture
Wire these apps to the sales automations below, or generate a custom CRM with Taskade EVE from one prompt.
