Automate sales pipelines inside Taskade Genesis apps. Route leads, trigger follow-ups, and sync CRM updates. Clone a live kit and wire automations in minutes.
60 automations available • Page 3
When a deal closes won or lost, automatically prompt the rep for the reason and roll it into a report, so your team learns why deals are won and lost.
Start a response timer the moment a lead arrives and escalate if no rep replies in time, so every prospect gets a fast first touch and managers see SL...
Automatically guide free-trial users with timed tips and upgrade nudges based on what they do, so more trials convert into paying customers without ma...
Automatically scan your accounts for upgrade and cross-sell signals, then hand reps a ready list of expansion opportunities, so existing customers dri...
When someone requests a demo, automatically qualify the request, route it to the right rep, and confirm a time, so high-intent buyers never wait for a...
Automatically compile each rep's calls, emails, meetings, and deals into a weekly report, so managers coach on real activity instead of asking for sta...
When a service inquiry arrives, score urgency, assign the right rep, and start follow-up before the lead goes cold.
When a quote goes quiet, timed reminders and escalation tasks chase the prospect until they approve, decline, or book a call.
Text new service-form leads within minutes, qualify the job type, and create a dispatch-ready work order automatically.
Drop web leads into the correct CRM stage automatically.
Timestamp every inbound lead, watch the first-response clock, and escalate to the manager when a rep lets the SLA window pass.
Move every captured lead into the pipeline with an owner, a source, and a first follow-up task already scheduled.
Ask for a review once a job closes, send it on the channel the customer already uses, and track which requests turned into posted reviews.
Chase a sent estimate on a timed sequence until the customer approves, declines, or asks for a change, then stop on its own.
Take leads exported from kvCORE, dedupe them against existing contacts, and drop the survivors into pipeline stages with owners assigned.
