Scriptera
Action Network and BotHelp automations — Sales & Leads
Ready-made scenarios where Action Network and BotHelp work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
25 scenarios
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- High-value lead alerts — to chat, sheet and calendar
- Client onboarding from a single form: folder, contact, channel, tasks
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Client onboarding from an intake form — checklist, consultant and kickoff
- Morning briefs for your meetings — who and where from
- Re-engage stalled leads with a ready-made email
- Intake and routing of service requests with appointment booking
- Score event RSVPs and route them to sales
- Website leads — enrichment, scoring and routing to CRM
- Leads: a personal reply, a nudge and a booked call
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- Client onboarding after a won deal
- Attendee briefings before every meeting
- Incoming lead sorting and routing — automatically
- A pre-meeting brief: past agreements and what changed, sent to every attendee
- Lead verification, enrichment and sorting — automatically
- Daily meeting brief with attendee research
- A brief for every external meeting — in the morning, before your day starts
- Meeting prep — a briefing on each attendee, sent ahead of time
