Action Network and YCLIENTS automations — Sales & Leads

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

42 scenarios

New Action Network contacts — into Yclients audiences
New contacts in Action Network — Updating customers in Yclients
Updated records in Yclients — Contacts in Action Network
New contacts in Action Network — Running apis in Yclients
Updated customers in Yclients — Contacts in Action Network
New customers in Yclients — Updating contacts in Action Network
New subscribers in Mailchimp — Records in Yclients
Contacts from Action Network into Yclients audiences
New Action Network land in Yclients by themselves
New form responses in JotForm — Contacts in Action Network
New customers in Yclients — Tags in Action Network
Updated contacts in Action Network — Updating customers in Yclients
New contacts in Action Network — Customers in Yclients
New contacts in Autopilot — Records in Yclients
New customers in Yclients — Contacts in Action Network
Updated customers in Yclients — Tags in Action Network
Updated records in Yclients — Updating contacts in Action Network
New attendees in eventbrite — Records in Yclients — variant 2
New records in Yclients — Contacts in Action Network
New webinar registrants in zoom — Contacts in Action Network — variant 2
New HubSpot contacts — enriched via hunter, saved to Action Network and Yclients
Found: customers in Get Course — Records in Yclients
Form submissions into a sheet and support
Lead scoring and routing: hot leads straight to sales
Contacts tagged by role and seniority — automatically
The right offer sent right after the enquiry — with a follow-up reminder
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Client renewal reminders — ahead of time
Intake and routing of service requests with appointment booking
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
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