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...
Taskade → Taskade AI · Lead Qualifier agent · 3 stepsAutomatically guide free-trial users with timed tips and upgrade nudges based on what they do, so more trials convert into paying customers without ma...
Taskade → Taskade AI · 3 stepsAutomatically scan your accounts for upgrade and cross-sell signals, then hand reps a ready list of expansion opportunities, so existing customers dri...
Schedule → Taskade AI → Taskade · Deal Reviewer agent · 3 stepsWhen 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...
HubSpot → Taskade AI → Taskade · Listing Advisor agent · 3 stepsAutomatically compile each rep's calls, emails, meetings, and deals into a weekly report, so managers coach on real activity instead of asking for sta...
Schedule → Utilities → Taskade · 3 stepsWhen a service inquiry arrives, score urgency, assign the right rep, and start follow-up before the lead goes cold.
HTTP → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsWhen a quote goes quiet, timed reminders and escalation tasks chase the prospect until they approve, decline, or book a call.
Taskade → Taskade AI · Lead Qualifier agent · 3 stepsText new service-form leads within minutes, qualify the job type, and create a dispatch-ready work order automatically.
Slack → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsBe the first call a new lead takes. A form submission sends the text within seconds, books the slot, and hands the rep a lead who already replied.
Taskade → Taskade AI · Lead Qualifier agent · 3 stepsTimestamp every inbound lead, watch the first-response clock, and escalate to the manager when a rep lets the SLA window pass.
Schedule → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsMove every captured lead into the pipeline with an owner, a source, and a first follow-up task already scheduled.
Taskade · 2 stepsAsk for a review once a job closes, send it on the channel the customer already uses, and track which requests turned into posted reviews.
Schedule → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsChase a sent estimate on a timed sequence until the customer approves, declines, or asks for a change, then stop on its own.
Taskade → Taskade AI · Approvals Reviewer agent · 3 stepsTake leads exported from kvCORE, dedupe them against existing contacts, and drop the survivors into pipeline stages with owners assigned.
Taskade · 2 stepsOr describe your own
Describe what should happen and Taskade wires the trigger, the steps and the connections for you. Or start from one of the 60 workflows in this category.
