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==== When a deal task is created or marked as complete ==== You can add a contact to an automation when an associated task is created or marked as "Complete." 1. When creating a deal task, click "Show more options" in the "Add a Task" modal. 2. This will expand the modal window to show more configuration options. Click "Trigger an automation." 3. Select the automation you wish to trigger and specify if it should run when the task is created or when it's marked as "Complete."
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