🧲 Lead Capture to Pipeline with AI

Move every captured lead into the pipeline with an owner, a source, and a first follow-up task already scheduled.

UNIT · TASKADE.FLOW2 STEPS

How this flow runs

When

When a project is created

Taskade

Then 1

Send an email

Taskade

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Lead Capture to Pipeline Automation Wire it to a live Taskade Genesis kit and your existing form or inbox.

What's Included

  • Trigger on the right intake or status change
  • Actions that notify owners or create records
  • Handoff into a living kit you own

How To Use

  1. Clone the related kit from generate or templates.
  2. Connect this automation in Taskade automations.
  3. Test with one sample lead or job.
  4. Turn it on for the crew.

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