Follow up with 100% of prospects on time and close 2-3 more deals per month.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When a prospect hasn't responded in 3 days, 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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect your CRM or contact form (like Cognito Forms) to Make
Step 2: Set a trigger in Make that fires when a lead has no activity for 3 days
Step 3: Add a Todoist action to create a task with the prospect's name and contact info
Step 4: Set the task due date to today so it appears at the top of your list
Step 5: Test with a sample lead to confirm the task shows up correctly
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
