A new lead: a CRM card and a welcome — instantly

A form submission instantly becomes a tagged lead card in your spreadsheet CRM, and the client gets a personalized welcome email. No lead goes cold.

  • A submission is logged into your CRM sheet at once
  • The lead is tagged by services and score
  • A welcome email is sent to the client automatically
  • A reply goes out any time of day
Webhook
Set it up for yourselfScriptera

How it works

To pass leads from Quick Base to devino automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Receive Lead from Tally Form
  2. Then: Generate Unique Lead ID
  3. Then: Auto-Tag Lead by Services
  4. Then: Calculate Follow-up Date & Lead Score
  5. Then: Save Lead to CRM Sheet
  6. Then: Log Activity to Tracker
  7. Then: Generate Personalized Welcome Email
  8. Then: Send Welcome Email via SendGrid
  9. Then: Update Lead Status to Nurturing

You can launch this Quick Base + devino integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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