Agile CRM and Compass automations — Sales & Leads

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

34 scenarios

New messages in Compass — Contacts in Agile CRM
New messages in Compass — Contacts in Agile CRM
New Agile CRM contacts — into Compass audiences
New deals in Agile CRM — Sending messages in Compass
New messages in Compass — Updating deals in Agile CRM
Contacts from Agile CRM into Compass audiences
New messages in Compass — Updating contacts in Agile CRM
New contacts in Agile CRM — Running apis in Compass
From Compass through Agile CRM — the answer back to Compass
New CRM contacts — enrichment and alert
A booked meeting — a CRM task and a reminder
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
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
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically