Action Network + OkoCrm scenarios — Sales & Leads

Ready-made scenarios where Action Network and OkoCrm work together: pick one — a copy appears in your account and runs on its own.

32 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
Contacts tagged by role and seniority — automatically
The right offer sent right after the enquiry — with a follow-up 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
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Re-engage stalled leads with a ready-made email
Cold outreach with auto follow-ups and CRM tracking
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
Website leads — enrichment, scoring and routing to CRM
Leads: a personal reply, a nudge and a booked call
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Attendee briefings before every meeting
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Instant replies to messenger leads, with scoring and meeting booking
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

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.