AmoCRM + OkoCrm scenarios — Sales & Leads

Ready-made scenarios where AmoCRM and OkoCrm work together: pick one — a copy appears in your account and runs on its own.

31 scenarios

A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
CRM company and task from a form submission
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
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
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
Cold outreach with auto follow-ups and CRM tracking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.