Scriptera
Affinity and WhatsApp Business Cloud automations — Sales & Leads
Ready-made scenarios where Affinity and WhatsApp Business Cloud work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
78 scenarios
- New messages in WhatsApp Business Cloud — Updating contacts in Affinity
- New deals in Affinity — Sending messages in WhatsApp Business Cloud
- New messages in WhatsApp Business Cloud — Contacts in Affinity
- New deals in Affinity — Uploading media files in WhatsApp Business Cloud
- Deleted deals in affinity — Sending messages in WhatsApp Business Cloud
- CRM changes announced in your messenger
- New deals in Affinity — Sending messages in WhatsApp Business Cloud
- Found: files in WhatsApp Business Cloud — Contacts in Affinity
- New messages in WhatsApp Business Cloud — Updating contacts in Affinity
- New messages in WhatsApp Business Cloud — Contacts in Affinity
- New messages in WhatsApp Business Cloud — Contacts in Affinity
- New CRM contacts — enrichment and alert
- From WhatsApp Business Cloud through Affinity — the answer back to WhatsApp Business Cloud
- Website leads land in your list and in the team chat
- Collect and verify emails from WhatsApp Business Cloud into Affinity
- 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
- Inbound leads scored, with alerts and draft replies for the hot ones
- Win back leads after missed calls
- Quote requests handled — from form to client reply
- Auto-handle lead replies from email — CRM task and sales alert
- Score inbound leads against your own ideal-client profile
- Stalled leads: a morning nudge to the rep with the next step written out
- New-lead handling: CRM entry, team alert and reminder
- Support & lead-capture chat assistant
- When a payment lands: receipt, CRM update and a team ping
- Client meeting prep: the gift, the place, and their preferences
- A personal post-purchase message to your customer — automatic
- Chat order-taking with you approving each payment
- Instant replies to leads — day and night
- Website leads: scored and routed — hot ones to sales, the rest to nurture
- Client onboarding from a single form: folder, contact, channel, tasks
- High-value lead alerts — to chat, sheet and calendar
- Personalized video-pitch scripts for job posts
- Posts with real deal potential — pinged to chat, filed in your knowledge base
- Business card into your address book with one photo
- 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
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Cold-email reply triage: hot leads notified instantly
- Enrich leads and get alerts on strong ones
- Lead scoring with automatic routing of qualified prospects
- Re-engage stalled leads with a ready-made email
- A new lead summed up from their site — a card in Affinity and an alert to WhatsApp Business Cloud
- Lead scoring, an instant reply and a nudge to sales
- Score event RSVPs and route them to sales
- A sales leaderboard with a personal word to the team — automatically
- A business card photo — turned into a contact and a follow-up email
- Website leads — enrichment, scoring and routing to CRM
- Sales call breakdown: transcript, lead status, task
- Ready-to-buy clients from social — on request
- Classify and route every cold email reply
- Automatic lead scoring with instant sales alerts
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- Website lead scoring and an instant client reply
- Website enquiry triage: spam aside, customers get a personal reply
- Incoming lead sorting and routing — automatically
- 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
- B2B leads and first outreach from a single message
- Adding and enriching CRM leads without duplicates
- A follow-up email sequence per lead that stops on the first reply
- A client quote right from your chat — describe the order in words
- An AI assistant over your CRM in any messenger
- Finding companies and their staff's work contacts — with AI
- A sales assistant across every messenger
