ClickUp and OkoCrm automations — Sales & Leads

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

59 scenarios

Website leads land in your list and in the team chat
Website leads to your messenger and a sheet
A website lead: to the team chat, into a sheet, with an email to the client
Client onboarding: folder, record and team alert, automatically
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead capture with a multi-step form
Lead scoring and routing: hot leads straight to sales
Quote requests handled — from form to client reply
Win back leads after missed calls
Route leads by budget and source — automatically
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Scoring and routing leads from form submissions
Early warnings on at-risk deals, delivered to the rep's chat
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
Posts with real deal potential — pinged to chat, filed in your knowledge base
Client renewal reminders — ahead of time
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
A new lead summed up from their site — a card in ClickUp and an alert to okoCrm
Lead scoring, an instant reply and a nudge to sales
Intake and routing of service requests with appointment booking
Lead scoring with automatic routing of qualified prospects
Cold-email reply triage: hot leads notified instantly
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
Businesses from the map — scored, each with an outreach email ready
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Kick off a client project the moment they pay
Sort email leads and file them into the CRM — by importance