CarrotQuest and Devino automations — Sales & Leads

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

97 scenarios

Website requests — straight to your messenger, a confirmation to the client
Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
A meaningful reply to every website lead — by email, within a minute
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Emails to found companies — from list to sent
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Auto-qualifying inbound leads from a form
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
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
Win back leads after missed calls
An instant reply to every new lead from your sheet
Pitch an upgrade at the exact moment a customer outgrows their plan
The follow-up after a meeting — written for you
Quote requests handled — from form to client reply
Business leads from Google Maps with auto-emails
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
A form submission: scored, enriched with company data, answered personally
Instant calling and booking of new ad leads
Instant replies to leads — day and night
Matching properties to a client in budget — right on the request
A personal post-purchase message to your customer — automatic
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Website leads: scored and routed — hot ones to sales, the rest to nurture
Lead scoring and an instant reply to the customer
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Posts with real deal potential — pinged to chat, filed in your knowledge base
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
Win back past event attendees with emails written for each of them
A card photo becomes a contact in your sheet
Morning briefs for your meetings — who and where from
Finding businesses on the map and emailing them
Client onboarding from an intake form — checklist, consultant and kickoff
Form leads triaged: priority email for hot ones, a gentle one for the rest
Client renewal reminders — ahead of time
Cold-email reply triage: hot leads notified instantly
Lead scoring with automatic routing of qualified prospects
Lead scoring, an instant reply and a nudge to sales
CRM data quality audit, delivered to your inbox
A new lead summed up from their site — a card in carrotQuest and an alert to devino
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Automatic follow-ups on stalled deals
A business card photo — turned into a contact and a follow-up email
Personal post-webinar follow-ups, written from the recording itself
A sales leaderboard with a personal word to the team — automatically
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
B2B leads and cold emails — sourcing and sending, automated
Sales call breakdown: transcript, lead status, task
Meeting prep that arrives on its own — contact, deals, company and talking points
Deal close-date forecasting from your own history, auto-updated in the CRM
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Classify and route every cold email reply
Finding customers on Reddit — on autopilot
Re-engaging quiet clients — weekly, without manual tracking
Tender questionnaires — answered for you
Website enquiry triage: spam aside, customers get a personal reply
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Personalized lead emails with chat approval
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply
Leads from a form and a messenger in one base, shared among agents