Scriptera
Gmail + OkoCrm scenarios — Client Onboarding
Ready-made scenarios where Gmail and OkoCrm work together: pick one — a copy appears in your account and runs on its own.
10 scenarios
- New client onboarding — folder, email and team, automatically
- Personalised welcome emails right after payment
- A form lead: analysed in a sheet, answered by email, flagged in your chat
- Client onboarding from a single form: folder, contact, channel, tasks
- Client onboarding from an intake form — checklist, consultant and kickoff
- Onboard a new client in one move
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Client onboarding after a won deal
- Client onboarding from a single form: project, tasks, contract, channel
- Kick off a client project the moment they pay
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.