Scriptera
Compass automations — CRM Sync
Ready-made scenarios where Compass works for you (crm sync): pick one — a copy appears in your account and runs on its own.
12 scenarios
- Closed deals are announced in Compass
- CRM changes announced in your messenger
- Push Salesforce leads into Compass audiences
- Contacts from Amo Crm into Compass audiences
- New Amo Crm contacts — into Compass audiences
- A booked meeting — a CRM task and a reminder
- A paid invoice moves the deal in your CRM
- New deals routed automatically — to the team, table, and slides
- CRM event alerts across channels — with a log
- Copying line items into a new deal and notifying the team
- CRM contact lookup right inside your team chat
- When a payment lands: receipt, CRM update and a team ping
