Affinity and Express automations — Sales & Leads

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

66 scenarios

CRM changes announced in your messenger
New Affinity contacts — into Express audiences
Contacts from Affinity into Express audiences
Website check for new HubSpot companies
Email validation for new CRM contacts
Website leads land in your list and in the team chat
Validating new contacts for dead addresses
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
Lead scoring and routing: hot leads straight to sales
Win back leads after missed calls
Quote requests handled — from form to client reply
The follow-up after a meeting — written for you
Inbound leads scored, with alerts and draft replies for the hot ones
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
Stalled leads: a morning nudge to the rep with the next step written out
New-lead handling: CRM entry, team alert and reminder
When a payment lands: receipt, CRM update and a team ping
Contacts from business cards into a spreadsheet — by photo
Client meeting prep: the gift, the place, and their preferences
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
A proposal from a table row — as a finished document
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
Personalized video-pitch scripts for job posts
Scoring and routing leads from form submissions
Smart lead routing to reps — instant, with no manual assignment
Posts with real deal potential — pinged to chat, filed in your knowledge base
Hiring spikes at your accounts — straight to team chat
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
A card photo becomes a contact in your sheet
Lead scoring, an instant reply and a nudge to sales
A new lead summed up from their site — a card in Affinity and an alert to express
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
Lead scoring with automatic routing of qualified prospects
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Ready-to-buy clients from social — on request
Website leads — enrichment, scoring and routing to CRM
Sales call breakdown: transcript, lead status, task
Automatic follow-ups for prospects who went quiet
Automatic lead scoring with instant sales alerts
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Website enquiry triage: spam aside, customers get a personal reply
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
A sales assistant across every messenger