Scriptera
Autopilot + OkoCrm scenarios — Sales & Leads
Ready-made scenarios where Autopilot and OkoCrm work together: pick one — a copy appears in your account and runs on its own.
22 scenarios
- A new contact — instantly a card on your task board
- Validating new contacts for dead addresses
- 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
- Contacts tagged by role and seniority — automatically
- 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
- Cold outreach with auto follow-ups and CRM tracking
- 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
- Re-engaging quiet clients — weekly, without manual tracking
- Campaign and deal analytics — in one table
- Automatic follow-ups for prospects who went quiet
- Incoming lead sorting and routing — automatically
- Auto-booking demos for high-intent leads
- 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.