Action Network and Devino automations — Sales & Leads

Ready-made scenarios where Action Network and Devino work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

48 scenarios

New Action Network contacts — into Devino audiences
Contacts from Action Network into Devino audiences
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Company news before every meeting
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
The right offer sent right after the enquiry — with a follow-up reminder
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
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 onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
A brief on the person and their company before a call
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Leads: a personal reply, a nudge and a booked call
Client onboarding after a won deal
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Attendee briefings before every meeting
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
A pre-meeting brief: past agreements and what changed, sent to every attendee
Personal emails to new contacts — built from their own socials
Daily meeting brief with attendee research
A brief for every external meeting — in the morning, before your day starts
Lead triage and qualification — with demos and follow-ups
Meeting prep — a briefing on each attendee, sent ahead of time