Scriptera
YCLIENTS automations — Lead Scoring & Routing
Ready-made scenarios where YCLIENTS works for you (lead scoring & routing): pick one — a copy appears in your account and runs on its own.
42 scenarios
- Wufoo entries become items in Yclients
- Form responses are saved as records in Yclients
- New forms in Wufoo — Running apis in Yclients
- Form submissions saved as spreadsheet rows
- Form submissions — records in Yclients
- Webflow submissions become cards in Yclients
- Site submissions from Webflow become records in Yclients
- Website form entry — straight into Yclients
- A new Google Sheets entry — a card in Yclients
- Website form entries become items in Yclients
- Form responses become rows in Yclients
- Leads from Facebook Lead Ads become items in Yclients
- New messages in Telegram — Updating records in Yclients
- Priority for big-budget leads — straight to the CRM and a team signal
- Lead scoring and routing: hot leads straight to sales
- Auto-qualifying inbound leads from a form
- Route leads by budget and source — automatically
- Score inbound leads against your own ideal-client profile
- Scoring and routing inbound leads — automatically
- A form submission: scored, enriched with company data, answered personally
- Website leads: scored and routed — hot ones to sales, the rest to nurture
- High-value lead alerts — to chat, sheet and calendar
- Lead qualification by robo-call — with a proposal for the good fits
- Voice-AI calling and qualification of new leads
- Scoring and routing leads from form submissions
- Scoring and routing inquiries — automatically
- Form leads triaged: priority email for hot ones, a gentle one for the rest
- Capture and route leads from every channel
- Lead scoring, an instant reply and a nudge to sales
- Lead scoring with automatic routing of qualified prospects
- A tailored reply to every lead by topic, logged in a table
- Score event RSVPs and route them to sales
- Sales call breakdown: transcript, lead status, task
- Lead qualification via an SMS conversation
- Website lead scoring and an instant client reply
- Score demo requests and route them into sequences
- Incoming lead sorting and routing — automatically
- Auto-booking demos for high-intent leads
- Enquiries: qualified, written up, yours to approve
- Lead verification, enrichment and sorting — automatically
- Instant replies to messenger leads, with scoring and meeting booking
- Sort email leads and file them into the CRM — by importance
