All templates
Automation · CRM

New Lead Intake & Assign

Auto-create a follow-up task and ping the assigned agent the moment a lead arrives.

Structo·v1.0.0·3 steps
New lead createdTRIGGERCreate follow-up callACTIONNotify assigned agentACTION

What it does

The instant a new lead is created, this workflow opens a follow-up call task and notifies the assigned agent in chat — so no lead sits untouched. Built for real-estate sales teams.

TriggerAction
Requirements
lead_centertasks

Your workspace checks compatibility before anything installs.

You'll be asked for
  • Assign touser
  • Task titlestring