Brevo + OkoCrm scenarios — Sales & Leads

Ready-made scenarios where Brevo and OkoCrm work together: pick one — a copy appears in your account and runs on its own.

109 scenarios

Website requests — straight to your messenger, a confirmation to the client
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Capture and score form leads — into a newsletter and sheet
New client onboarding — folder, email and team, automatically
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Orders from emails — into sheet rows automatically
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Auto-qualifying inbound leads from a form
Quote requests handled — from form to client reply
LinkedIn lead finding and personalized outreach
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
Instant replies to inbound leads, with lead scoring
Route leads by budget and source — automatically
A new lead: a CRM card and a welcome — instantly
Pitch an upgrade at the exact moment a customer outgrows their plan
Business leads from Google Maps with auto-emails
Scoring and routing inbound leads — automatically
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
The right offer sent right after the enquiry — with a follow-up reminder
A form submission: scored, enriched with company data, answered personally
Contacts tagged by role and seniority — automatically
Cold deals close themselves — and bring back feedback
Instant replies to leads — day and night
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
Matching properties to a client in budget — right on the request
A personal post-purchase message to your customer — automatic
Reply to new leads with a quick approval step
Website leads: scored and routed — hot ones to sales, the rest to nurture
Client onboarding from a single form: folder, contact, channel, tasks
A form lead: analysed in a sheet, answered by email, flagged in your chat
Lead scoring and an instant reply to the customer
High-value lead alerts — to chat, sheet and calendar
Scoring and routing inquiries — automatically
Smart lead routing to reps — instant, with no manual assignment
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
A card photo becomes a contact in your sheet
Form leads triaged: priority email for hot ones, a gentle one for the rest
Capture and route leads from every channel
Win back past event attendees with emails written for each of them
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
A waitlist with email confirmation — in a sheet
Finding businesses on the map and emailing them
Re-engage stalled leads with a ready-made email
Cold outreach with auto follow-ups and CRM tracking
Automatic follow-ups on stalled deals
Find clients and send first emails — from one form
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Score event RSVPs and route them to sales
A tailored reply to every lead by topic, logged in a table
A business card photo — turned into a contact and a follow-up email
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Sales call analysis that updates the CRM for you
Deal close-date forecasting from your own history, auto-updated in the CRM
Website leads — enrichment, scoring and routing to CRM
CRM deals synced to a sheet, with a daily email summary
Ready-to-buy clients from social — on request
Meeting prep that arrives on its own — contact, deals, company and talking points
Social-network leads, scored and synced to your CRM
B2B leads and cold emails — sourcing and sending, automated
Sales call breakdown: transcript, lead status, task
Property enquiries: instant auto-reply and the right agent alerted
Website lead scoring and an instant client reply
Classify and route every cold email reply
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Tender questionnaires — answered for you
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Finding customers on Reddit — on autopilot
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
Client brief breakdowns, done for you with industry research
Leads from a sheet into your CRM, no duplicates
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.