Airtable, Gmail and Slack automations — Sales & Leads

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

51 scenarios

A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Quote requests handled — from form to client reply
An instant reply to every new lead from your sheet
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Mining leads from your inbox into a sheet
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
Onboard a new client in one move
Client renewal reminders — ahead of time
Client onboarding from an intake form — checklist, consultant and kickoff
A card photo becomes a contact in your sheet
Capture and route leads from every channel
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Lead scoring, an instant reply and a nudge to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A business card photo — turned into a contact and a follow-up email
Meeting prep that arrives on its own — contact, deals, company and talking points
New-client onboarding — from form to welcome email and tasks
B2B leads and cold emails — sourcing and sending, automated
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring and an instant client reply
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
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
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
The whole client path from enquiry to kickoff — automated
A follow-up email sequence per lead that stops on the first reply
Leads from a form and a messenger in one base, shared among agents