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Use case

Automate lead follow-up

Automate lead follow-up — every new lead gets a same-day reply.

Start freeHow approvals work

You ask

“Follow up with new demo requests, log them in HubSpot, and book the right meeting.”

What the worker does

  1. 1

    Catch new demo requests the moment they land in your inbox or a web form.

  2. 2

    Create a new contact and open deal in your CRM with the lead's details.

  3. 3

    Draft a tailored follow-up reply and check your calendar for available meeting times.

  4. 4

    Queue the draft and meeting proposal for your approval—nothing goes out without you.

Result: Sent 7 replies, created 7 contacts, booked 3 calls.

Hand off lead follow-up

Delegate it once and a worker handles it from here — you keep approval.

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Questions

How do you automate lead follow-up?
Connect the inbox, form, or CRM where new leads arrive. Describe your follow-up once in plain English. A taskden worker catches each new lead, drafts a same-day reply, logs the contact and deal in your CRM, proposes meeting times from your calendar, and queues everything for your approval before sending.
Will it email leads without approval?
No. Every reply is drafted and waits for your sign-off. The worker does the research and writing; sending is a gated action—so a lead never hears from you before you've reviewed what the worker wrote.
Does it update my CRM automatically?
Yes. It creates the contact and open deal in HubSpot, Salesforce, Pipedrive, or your CRM of choice—with the lead's name, email, company, and any other fields you've connected. Your pipeline stays in sync without manual data entry.
Can it follow my exact sequence?
Yes. Describe your sequence once—first reply, follow-up timing, nudge after no response, meeting proposal—and the worker follows it for every lead. Each step waits for your approval unless you've deliberately enabled hands-off mode.

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Automate lead follow-upStart free