Affinity and Gmail automations — Sales & Leads

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

117 scenarios

New deals in Affinity — Sending emails in Gmail
Updated deals in Affinity — Labels in Gmail
New emails in Gmail — Deals in Affinity
New emails in Gmail — Updating contacts in Affinity
New deals in Affinity — Emails in Gmail
Updated deals in Affinity — Drafts in Gmail
New deals in Affinity — Sending conversations in Gmail
New deals in Affinity — Conversations in Gmail
New emails in Gmail — Contacts in Affinity
New emails in gmail — Contacts in Affinity
New conversations in Gmail — Updating contacts in Affinity
New emails in Gmail — Deleting contacts in Affinity
New deals in Affinity — Labels in Gmail
Updated contacts in Affinity — Labels in Gmail
Updated companies in affinity — Finding emails in Gmail
New emails in gmail — Deleting contacts in Affinity
New deals in Affinity — Finding emails in Gmail
Found: emails in Gmail — Contacts in Affinity
New contacts in Affinity — Finding emails in Gmail
New contacts in Affinity — Drafts in Gmail
New records in Affinity — Sending emails in Gmail
New labels in Gmail — Deleting contacts in Affinity
New emails in gmail — Contacts in Affinity
Found: emails in Gmail — Updating contacts in Affinity
New contacts in Affinity — Labels in Gmail
New emails in Gmail — Contacts in Affinity
New records in Affinity — Sending emails in Gmail — variant 3
New labels in Gmail — Contacts in Affinity
Found: files in Gmail — Contacts in Affinity
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
A website lead: to the team chat, into a sheet, with an email to the client
Form leads straight into the CRM
Cold emails from company profiles — automatically
Every lead gets an answer within the first minute
Capture and score form leads — into a newsletter and sheet
New client onboarding — folder, email and team, automatically
A meaningful reply to every website lead — by email, within a minute
Route each new order into your CRM, invoices, and mailing list
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
Emails matched to a lead's readiness: warm gets one thing, cold gets another
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Leads scored and routed to a rep — straight from the form
B2B lead screening and first outreach — automatically
Lead scoring and routing: hot leads straight to sales
Orders from emails — into sheet rows automatically
Auto-qualifying inbound leads from a form
Enriching leads with contacts — drop a sheet, get a filled CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Business leads from Google Maps with auto-emails
Instant replies to inbound leads, with lead scoring
Route leads by budget and source — automatically
A PDF pricing proposal from your sheet — sent to the client
A prospect list with contacts — automatically
Quote requests handled — from form to client reply
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
An instant reply to every inquiry
A form submission: scored, enriched with company data, answered personally
A personal welcome for every new client
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
Lead verification and CRM sync — straight from a JotForm form
Supplier risk scoring — automatically
Store lead emails turned into CRM contacts and deals automatically
Instant replies to leads — day and night
Open-house visitors into your CRM and into an email, right after the visit
Welcome emails for new clients — automatically
A personal post-purchase message to your customer — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Reply to new leads with a quick approval step
Website leads: scored and routed — hot ones to sales, the rest to nurture
Properties with owner contacts — daily to your CRM and email
Client renewal reminders — ahead of time
Finding businesses on the map and emailing them
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Form leads triaged: priority email for hot ones, a gentle one for the rest
Onboard a new client in one move
A brief on the counterpart's company before a call
A card photo becomes a contact in your sheet
Lead scoring, an instant reply and a nudge to sales
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Sales call analysis that updates the CRM for you
A business card photo — turned into a contact and a follow-up email
A brief on the person and their company before a call
A tailored reply to every lead by topic, logged in a table
Personal post-webinar follow-ups, written from the recording itself
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Alerts for customers losing interest: to the rep, into a task, and by email
Ready-to-buy clients from social — on request