Agile CRM and Devino automations — Sales & Leads

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

57 scenarios

Contacts from Agile CRM into Devino audiences
New deals in Agile CRM — Sending messages in Devino
New Agile CRM contacts — into Devino audiences
New messages in Devino — Updating deals in Agile CRM
New deals in Agile CRM — Sending emails in Devino
New leads in Facebook Lead Ads — Sending SMS in Devino
New deals in Agile CRM — Sending SMS in Devino
New contacts in Agile CRM — Sending SMS in Devino
Updated contacts in Agile CRM — Sending SMS in Devino
New messages in Devino — Updating contacts in Agile CRM
New contacts in Agile CRM — Running apis in Devino
New messages in Devino — Contacts in Agile CRM
New calendars in Google Calendar — Deals in Agile CRM — variant 2
A booked meeting — a CRM task and a reminder
Website leads greeted — email, CRM, team alert
From Devino through Agile CRM — the answer back to Devino
New CRM contacts — enrichment and alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Properties with owner contacts — daily to your CRM and email
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically