Action Network and Gmail automations — Sales & Leads

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

45 scenarios

Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Company news before every meeting
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
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
Store lead emails turned into CRM contacts and deals 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
AI sales assistant: qualifies leads and books meetings
Client onboarding from a single form: folder, contact, channel, tasks
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
A brief on the counterpart's company before a call
Client onboarding from an intake form — checklist, consultant and kickoff
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Automatic meeting booking for new clients
Attendee briefings before every meeting
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Personal emails to new contacts — built from their own socials
The whole client path from enquiry to kickoff — automated
A brief for every external meeting — in the morning, before your day starts
Lead triage and qualification — with demos and follow-ups
An AI assistant over your CRM in any messenger
Meeting prep — a briefing on each attendee, sent ahead of time