AmoCRM automations — Sales & Leads

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

86 scenarios

A new CRM contact in one step
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Contacts from amoCrm — into amoCrm on their own
Store customers — straight into your mailing base
New Mailchimp subscribers — straight into amoCrm
Ad leads — straight into your CRM and your sheet
Auto-call new amoCrm leads
An instant personal reply to every new lead
Two-way contact sync between two CRMs
Website leads straight into the CRM as deals
Form leads straight into the CRM
Event registrations into CRM contacts, automatically
Route each new order into your CRM, invoices, and mailing list
Checking postal addresses in your client base
Verify mailing-address deliverability for new contacts
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
A task and an alert on every deal move in your CRM
Enriching leads with contacts — drop a sheet, get a filled CRM
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
CRM company and task from a form submission
New-lead handling: CRM entry, team alert and reminder
Enrich Agile CRM company records with official registry data
Two-way sync of database and CRM
Lead verification and CRM sync — straight from a JotForm form
Contacts tagged by role and seniority — automatically
Open-house visitors into your CRM and into an email, right after the visit
The call's outcome, written into the customer's card
Voice-calling new leads with analysis and CRM logging
Store lead emails turned into CRM contacts and deals automatically
Leads from a post's likes and comments — straight to your CRM
A follow-up email after a canceled meeting — automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Business card into your address book with one photo
A lead replies — the CRM card updates and a task lands on a rep
Hiring spikes at your accounts — straight to team chat
Full company records in your CRM, from a domain list
Scoring and routing leads from form submissions
Today's top 10 hot leads — with tasks
A brief on the counterpart's company before a call
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Instant, personal outreach to every new lead
Automatic lead qualification in amoCrm
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
Cold outreach with auto follow-ups and CRM tracking
CRM data quality audit, delivered to your inbox
Turn a list of emails into full CRM contacts
B2B prospect search and personal outreach — on autopilot
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
Alerts for customers losing interest: to the rep, into a task, and by email
Daily CRM and support digest delivered straight to your team chat
Step-by-step customer onboarding — the whole first week on autopilot
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
A fully-enriched CRM contact — from a name and email
A customer's total payments on their CRM contact — automatically
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Warm B2B leads with a personal video for each
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Lead reply intent sorting with ready tasks in ClickUp
Company lists loaded into your CRM: no duplicates, enriched, approved
Sort email leads and file them into the CRM — by importance
Adding and enriching CRM leads without duplicates
A client quote right from your chat — describe the order in words