Affinity + OkoCrm scenarios — Sales & Leads

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

62 scenarios

A new contact — instantly a card on your task board
Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Validating new contacts for dead addresses
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
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
Route leads by budget and source — automatically
CRM company and task from a form submission
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
Stalled leads: a morning nudge to the rep with the next step written out
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Contacts tagged by role and seniority — automatically
When a payment lands: receipt, CRM update and a team ping
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Client meeting prep: the gift, the place, and their preferences
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
Posts with real deal potential — pinged to chat, filed in your knowledge base
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Client renewal reminders — ahead of time
Enrich leads and get alerts on strong ones
A new lead summed up from their site — a card in Affinity and an alert to okoCrm
Lead scoring, an instant reply and a nudge to sales
Lead scoring with automatic routing of qualified prospects
Cold outreach with auto follow-ups and CRM tracking
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
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Sales call breakdown: transcript, lead status, task
Website leads — enrichment, scoring and routing to CRM
Ready-to-buy clients from social — on request
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Automatic lead scoring with instant sales alerts
Automatic follow-ups for prospects who went quiet
Classify and route every cold email reply
Website lead scoring and an instant client reply
Website enquiry triage: spam aside, customers get a personal reply
Lead gathering and drafted emails for approval, sending the approved
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

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