AmoCRM and SendGrid automations — Sales & Leads

Ready-made scenarios where AmoCRM and SendGrid 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
An instant personal reply to every new lead
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
A follow-up email after a canceled meeting — automatically
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
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
A brief on the counterpart's company before a call
Cold outreach with personal emails and CRM logging
Automatic lead qualification in amoCrm
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
A brief on the person and their company before a call
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials