Scriptera
Automizy + Compass scenarios — Sales & Leads
Ready-made scenarios where Automizy and Compass work together: pick one — a copy appears in your account and runs on its own.
24 scenarios
- New contacts in Automizy — Running apis in Compass
- New messages in Compass — Updating contacts in Automizy
- Contacts from Automizy into Compass audiences
- New messages in Compass — Contacts in Automizy
- New Automizy contacts — into Compass audiences
- New messages in Compass — Contacts in Automizy
- From Compass through Automizy — the answer back to Compass
- New CRM contacts — enrichment and alert
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- Client onboarding from a single form: folder, contact, channel, tasks
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Re-engage stalled leads with a ready-made email
- Score event RSVPs and route them to sales
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Website leads — enrichment, scoring and routing to CRM
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.