ClickUp and SMSC.ru automations — Sales & Leads

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

100 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
Cold emails from company profiles — automatically
Client onboarding: folder, record and team alert, 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
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
A landing-page lead — into CRM, a task and chat at once
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
Lead capture with a multi-step form
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Auto-qualifying inbound leads from a form
Win back leads after missed calls
Business leads from Google Maps with auto-emails
Quote requests handled — from form to client reply
LinkedIn lead finding and personalized outreach
Route leads by budget and source — automatically
Instant replies to inbound leads, with lead scoring
A new lead: a CRM card and a welcome — instantly
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
When a payment lands: receipt, CRM update and a team ping
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
The right offer sent right after the enquiry — with a follow-up reminder
Mining leads from your inbox into a sheet
A follow-up email after a canceled meeting — automatically
A personal post-purchase message to your customer — automatic
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Personalized video-pitch scripts for job posts
Scoring and routing inquiries — automatically
Early warnings on at-risk deals, delivered to the rep's chat
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing leads from form submissions
New client onboarding — folder, tasks, channel, and email in a minute
A personal plan for every new lead — right after the request
Posts with real deal potential — pinged to chat, filed in your knowledge base
A waitlist with email confirmation — in a sheet
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
A card photo becomes a contact in your sheet
Client renewal reminders — ahead of time
Capture and route leads from every channel
Lead scoring with automatic routing of qualified prospects
Find clients and send first emails — from one form
A new lead summed up from their site — a card in ClickUp and an alert to smscRu
Intake and routing of service requests with appointment booking
Lead scoring, an instant reply and a nudge to sales
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
End-to-end client onboarding from one form
A tailored reply to every lead by topic, logged in a table
B2B prospect search and personal outreach — on autopilot
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
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
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
B2B leads and cold emails — sourcing and sending, automated
Social-network leads, scored and synced to your CRM
Finding customers on Reddit — on autopilot
Businesses from the map — scored, each with an outreach email ready
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
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
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Client brief breakdowns, done for you with industry research
A personal opening line for every contact
Lead gathering and drafted emails for approval, sending the approved
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
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
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply