Scriptera
Formstack and OkoCrm automations — Lead Scoring & Routing
Ready-made scenarios where Formstack and OkoCrm work for you (lead scoring & routing): pick one — a copy appears in your account and runs on its own.
8 scenarios
- Priority for big-budget leads — straight to the CRM and a team signal
- Lead scoring and routing: hot leads straight to sales
- Route leads by budget and source — automatically
- Form leads into the CRM: no duplicates, with a score and an alert
- A form submission: scored, enriched with company data, answered personally
- Lead scoring and an instant reply to the customer
- Scoring and routing inquiries — automatically
- Leads from a form and a messenger in one base, shared among agents
