Affinity and SendPulse automations — Sales & Leads

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

82 scenarios

Website leads greeted — email, CRM, team alert
Contacts from sendPulse — into Affinity on their own
A website lead: to the team chat, into a sheet, with an email to the client
Form leads straight into the CRM
Every lead gets an answer within the first minute
Cold emails from company profiles — automatically
Two-way contact sync between two CRMs
New client onboarding — folder, email and team, automatically
Route each new order into your CRM, invoices, and mailing list
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Emails matched to a lead's readiness: warm gets one thing, cold gets another
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Auto-qualifying inbound leads from a form
Lead scoring and routing: hot leads straight to sales
Instant replies to inbound leads, with lead scoring
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
A PDF pricing proposal from your sheet — sent to the client
Win back leads after missed calls
A prospect list with contacts — automatically
Business leads from Google Maps with auto-emails
A personalized sales proposal from a table row, ready and sent
An instant reply to every inquiry
New-lead handling: CRM entry, team alert and reminder
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
A form submission: scored, enriched with company data, answered personally
When a payment lands: receipt, CRM update and a team ping
Lead verification and CRM sync — straight from a JotForm form
A personal welcome for every new client
Personalised welcome emails right after payment
Open-house visitors into your CRM and into an email, right after the visit
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Welcome emails for new clients — automatically
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
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Smart lead routing to reps — instant, with no manual assignment
Client renewal reminders — ahead of time
Form leads triaged: priority email for hot ones, a gentle one for the rest
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
A card photo becomes a contact in your sheet
Finding businesses on the map and emailing them
A brief on the counterpart's company before a call
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A tailored reply to every lead by topic, logged in a table
A business card photo — turned into a contact and a follow-up email
Sales call breakdown: transcript, lead status, task
Deal close-date forecasting from your own history, auto-updated in the CRM
Ready-to-buy clients from social — on request
Automatic follow-ups for prospects who went quiet
Finding customers on Reddit — on autopilot
Re-engaging quiet clients — weekly, without manual tracking
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
Website leads straight into CRM deals, with a team alert
Lead gathering and drafted emails for approval, sending the approved
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
A full company analysis from one link — a report to your inbox
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply
Personalized outreach with site research — from lead to send