Airtable and Gmail automations — Sales & Leads

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

104 scenarios

A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Every lead gets an answer within the first minute
Capture and score form leads — into a newsletter and sheet
New client onboarding — folder, email and team, automatically
A meaningful reply to every website lead — by email, within a minute
A project request — turned into a proposal and emailed to the client
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Emails matched to a lead's readiness: warm gets one thing, cold gets another
Form submissions straight into a table — with an automatic reply
B2B lead screening and first outreach — automatically
Auto-qualifying inbound leads from a form
Orders from emails — into sheet rows automatically
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Route leads by budget and source — automatically
An instant reply to every new lead from your sheet
LinkedIn lead finding and personalized outreach
Quote requests handled — from form to client reply
Business leads from Google Maps with auto-emails
A PDF pricing proposal from your sheet — sent to the client
Instant replies to inbound leads, with lead scoring
A new lead: a CRM card and a welcome — instantly
A personalized sales proposal from a table row, ready and sent
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
An instant reply to every inquiry
Scoring and routing inbound leads — automatically
New-lead handling: CRM entry, team alert and reminder
A personal welcome for every new client
A form submission: scored, enriched with company data, answered personally
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
The right offer sent right after the enquiry — with a follow-up reminder
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
Mining leads from your inbox into a sheet
Matching properties to a client in budget — right on the request
Supplier risk scoring — automatically
Welcome emails for new clients — automatically
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
A personal plan for every new lead — right after the request
Scoring and routing inquiries — automatically
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
A card photo becomes a contact in your sheet
Onboard a new client in one move
Client renewal reminders — ahead of time
A waitlist with email confirmation — in a sheet
Capture and route leads from every channel
Form leads triaged: priority email for hot ones, a gentle one for the rest
Finding businesses on the map and emailing them
Client onboarding from an intake form — checklist, consultant and kickoff
Cold-email reply triage: hot leads notified instantly
Lead scoring, an instant reply and a nudge to sales
Find clients and send first emails — from one form
Intake and routing of service requests with appointment booking
A tailored reply to every lead by topic, logged in a table
A business card photo — turned into a contact and a follow-up email
Personal post-webinar follow-ups, written from the recording itself
Sales call analysis that updates the CRM for you
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A venue lead base from the map — with reviews and a ready newsletter
B2B leads and cold emails — sourcing and sending, automated
Property enquiries: instant auto-reply and the right agent alerted
Deal close-date forecasting from your own history, auto-updated in the CRM
Ready-to-buy clients from social — on request
Welcome new clients and assign managers — right after the deal closes
Sales call breakdown: transcript, lead status, task
Meeting prep that arrives on its own — contact, deals, company and talking points
Social-network leads, scored and synced to your CRM
CRM deals synced to a sheet, with a daily email summary
New-client onboarding — from form to welcome email and tasks
Automatic follow-ups for prospects who went quiet
A meeting brief from every new booking
Classify and route every cold email reply
Finding customers on Reddit — on autopilot
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Website enquiry triage: spam aside, customers get a personal reply
Draft replies to website inquiries — ready on their own
Client onboarding from a single form: project, tasks, contract, channel
Client proposals from a request — built and sent automatically
Leads from a sheet into your CRM, no duplicates
Client brief breakdowns, done for you with industry research
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
A full company analysis from one link — a report to your inbox
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
Your inbox as a lead desk: triage, urgency and a task per customer
The whole client path from enquiry to kickoff — automated