When a prospect hasn't responded, this workflow automatically creates a follow-up task in Todoist so nothing slips through the cracks. You get a reminder with the prospect's name, last contact date, and a suggested message. No more mental tracking of who needs a nudge.
Connect your CRM or contact form (like Cognito Forms) to Make
Set a trigger in Make that fires when a lead has no activity for 3 days
Add a Todoist action to create a task with the prospect's name and contact info
Set the task due date to today so it appears at the top of your list
Test with a sample lead to confirm the task shows up correctly
Create a free account to get the steps written out for your tools, click by click.
Create a free accountFollow up with every prospect on time and close more deals each month.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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