Autopilot and Gmail automations — Sales & Leads

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

44 scenarios

Updated contacts in Autopilot — Labels in Gmail
New emails in Gmail — Updating contacts in Autopilot
New emails in Gmail — Contacts in Autopilot
New conversations in Gmail — Updating contacts in Autopilot
New emails in gmail — Deleting contacts in Autopilot
New emails in gmail — Contacts in Autopilot
New emails in Gmail — Deleting contacts in Autopilot
Found: emails in Gmail — Contacts in Autopilot
New contacts in Autopilot — Drafts in Gmail
New emails in Gmail — Contacts in Autopilot
New labels in Gmail — Contacts in Autopilot
New labels in Gmail — Deleting contacts in Autopilot
New contacts in Autopilot — Finding emails in Gmail
Found: emails in Gmail — Updating contacts in Autopilot
Found: files in Gmail — Contacts in Autopilot
New contacts in Autopilot — Labels in Gmail
New emails in gmail — Contacts in Autopilot
Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Store lead emails turned into CRM contacts and deals automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An AI assistant over your CRM in any messenger