Agile CRM and SendPulse automations — Sales & Leads

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

32 scenarios

Website leads greeted — email, CRM, team alert
Contacts from sendPulse — into Agile CRM on their own
Form leads straight into the CRM
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
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
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
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