ActiveCampaign and Gmail automations — Sales & Leads

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

39 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
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Instant reply to a property inquiry with matched listings
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Capture and route leads from every channel
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Alerts for customers losing interest: to the rep, into a task, and by email
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
An AI assistant over your CRM in any messenger