Affinity and SMSC.ru automations — Sales & Leads

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

99 scenarios

Website leads greeted — email, CRM, team alert
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
Form leads straight into the CRM
Every lead gets an answer within the first minute
Cold emails from company profiles — automatically
Client onboarding: folder, record and team alert, automatically
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
Emails to found companies — from list to sent
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
Priority for big-budget leads — straight to the CRM and a team signal
Form submissions straight into a table — with an automatic reply
Emails matched to a lead's readiness: warm gets one thing, cold gets another
CRM event alerts across channels — with a log
Leads scored and routed to a rep — straight from the form
Auto-qualifying inbound leads from a form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Route leads by budget and source — automatically
A personalized sales proposal from a table row, ready and sent
A PDF pricing proposal from your sheet — sent to the client
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
Win back leads after missed calls
Quote requests handled — from form to client reply
Business leads from Google Maps with auto-emails
Instant replies to inbound leads, with lead scoring
An instant reply to every inquiry
Score inbound leads against your own ideal-client profile
Stalled leads: a morning nudge to the rep with the next step written out
Scoring and routing inbound leads — automatically
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Personalised welcome emails right after payment
Lead verification and CRM sync — straight from a JotForm form
A personal welcome for every new client
When a payment lands: receipt, CRM update and a team ping
A form submission: scored, enriched with company data, answered personally
Client meeting prep: the gift, the place, and their preferences
Welcome emails for new clients — automatically
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
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
Reply to new leads with a quick approval step
Personalized video-pitch scripts for job posts
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
A card photo becomes a contact in your sheet
A brief on the counterpart's company before a call
Form leads triaged: priority email for hot ones, a gentle one for the rest
Finding businesses on the map and emailing them
Re-engage stalled leads with a ready-made email
Cold-email reply triage: hot leads notified instantly
Lead scoring with automatic routing of qualified prospects
Enrich leads and get alerts on strong ones
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 smscRu
A tailored reply to every lead by topic, logged in a table
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
A sales leaderboard with a personal word to the team — automatically
Sales call analysis that updates the CRM for you
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Ready-to-buy clients from social — on request
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Finding customers on Reddit — on autopilot
Website lead scoring and an instant client reply
Classify and route every cold email reply
Automatic lead scoring with instant sales alerts
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
Website leads straight into CRM deals, with a team alert
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
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
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply