Action Network and Enkod automations — Sales & Leads

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

70 scenarios

New contacts in Action Network — Sending SMS in Enkod
Updated contacts in Action Network — Updating contacts in Enkod
Updated records in Enkod — Updating contacts in Action Network
Updated records in Enkod — Contacts in Action Network
New contacts in Action Network — Running apis in Enkod
Updated contacts in Action Network — Running workflows in Enkod
New leads in Facebook Lead Ads — Sending SMS in Enkod
New form responses in JotForm — Contacts in Action Network
New Action Network land in Enkod by themselves
Updated contacts in Enkod — Tags in Action Network
Updated contacts in Enkod — Deleting contacts in Enkod
Contacts from Action Network into Enkod audiences
New Action Network contacts — into Enkod audiences
Updated contacts in Action Network — Finding contacts in Enkod
Event: workflows in Enkod — Updating contacts in Action Network
New records in Enkod — Contacts in Action Network
Updated contacts in Action Network — Sending SMS in Enkod
New subscribers in Mailchimp — Records in Enkod
New form responses in Formstack — Contacts in Action Network — variant 9
Updated contacts in Enkod — Contacts in Action Network
New contacts in Autopilot — Records in Enkod
New contacts in Action Network — Updating contacts in Enkod
New attendees in eventbrite — Records in Enkod — variant 2
New webinar registrants in zoom — Contacts in Action Network — variant 2
Form leads as enriched CRM contacts
New HubSpot contacts — enriched via hunter, saved to Action Network and Enkod
Found: customers in Get Course — Records in Enkod
New contacts in Enkod — Contacts in Enkod — variant 4
Website leads greeted — email, CRM, team alert
Form submissions into a sheet and support
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
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
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
The right offer sent right after the enquiry — with a follow-up reminder
Lead verification and CRM sync — straight from a JotForm form
Contacts tagged by role and seniority — automatically
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
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
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Intake and routing of service requests with appointment booking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A brief on the person and their company before a call
Client onboarding after a won deal
Campaign and deal analytics — in one table
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Instant replies to messenger leads, with scoring and meeting booking
Lead triage and qualification — with demos and follow-ups