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How to automatically create a new task for a contact dynamically added to a group?

Copper Super Contributor
Posts: 91
Country: USA

How to automatically create a new task for a contact dynamically added to a group?

Hello,

 

Here is the scenario:

I have a group called Lead and another one called Old Lead. Contacts with the status of Lead and last edit date greater than 30 days go in the group Old Lead. When a contact falls into that group, I would like to automatically create a task for the account executive in charge of this contact with an alarm. This way, if you forget to follow up with a lead, you will get a reminder.

 

Is there a way to achieve this?

 

Thank you

Gregory