Scriptera
Autopilot and Google Sheets automations — Sales & Leads
Ready-made scenarios where Autopilot and Google Sheets work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
28 scenarios
- New Google Sheets rows — contacts in Autopilot
- Rows from Google Sheets update contacts in Autopilot
- CRM submissions logged as spreadsheet rows
- Contacts logged into a spreadsheet
- Lead scoring and routing: hot leads straight to sales
- Enriching leads with contacts — drop a sheet, get a filled CRM
- Leads scored and routed to a rep — straight from the form
- A personalized sales proposal from a table row, ready and sent
- New-lead handling: CRM entry, team alert and reminder
- Contacts tagged by role and seniority — automatically
- High-value lead alerts — to chat, sheet and calendar
- A lead replies — the CRM card updates and a task lands on a rep
- Capture and route leads from every channel
- Client renewal reminders — ahead of time
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Score event RSVPs and route them to sales
- Alerts for customers losing interest: to the rep, into a task, and by email
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- Campaign and deal analytics — in one table
- Incoming lead sorting and routing — automatically
- Auto-booking demos for high-intent leads
- Lead verification, enrichment and sorting — automatically
- Warm B2B leads with a personal video for each
- Personal emails to new contacts — built from their own socials
- Open-house lead follow-up — a week-long touchpoint sequence on autopilot
- Auto-enriching a lead card with data from the web
- An AI assistant over your CRM in any messenger
