Compass automations — Sales & Leads

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

160 scenarios

Form submissions arrive in your Compass
Form submissions delivered to your messenger
A JotForm submission pings you in Compass
Webflow submissions posted to your Compass channel
A form response pings you in Compass
Webflow submissions land straight in Compass
Lead alerts delivered to Compass
CRM changes announced in your messenger
Ad leads delivered to your messenger
Form responses delivered to your messenger
JotForm submissions posted into Compass
Push Salesforce leads into Compass audiences
Typeform answers posted to a Compass channel
Closed deals are announced in Compass
New Amo Crm contacts — into Compass audiences
Contacts from Amo Crm into Compass audiences
Website check for new HubSpot companies
Website requests — straight to your messenger, a confirmation to the client
Website leads land in your list and in the team chat
Website leads to your messenger and a sheet
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
Validating new contacts for dead addresses
A website lead: to the team chat, into a sheet, with an email to the client
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
A messenger ping for every big new lead
Lead response-time monitoring with alerts
Notifications of outreach replies — straight to compass
Website inquiries: sheet, alert and one-click reply
A form submission becomes a full contact with a verified email
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
Sort leads by intent with a WhatsApp reply
A landing-page lead — into CRM, a task and chat at once
Copying line items into a new deal and notifying the team
Filtering strong leads from your form — an alert in your work chat
CRM event alerts across channels — with a log
Sort outreach replies with actions in hubspot
Lead capture with a multi-step form
Bulk contact enrichment in your database
A task and an alert on every deal move in your CRM
Find work emails across your contact list
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
Score contact-form leads and alert the sales chat
A compass alert only for strong leads from your form
The follow-up after a meeting — written for you
An instant reply to every new lead from your sheet
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
Form submissions: triaged, answered and pushed to your team
Personal LinkedIn outreach from a spreadsheet
Quote requests handled — from form to client reply
Win back leads after missed calls
A weekly sales summary — straight into your team chat
Form leads into the CRM: no duplicates, with a score and an alert
Leads from social engagement — into a sheet
Lead scoring right during the conversation — with alerts to chat
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Stalled leads: a morning nudge to the rep with the next step written out
Company data by registration number — into таблица
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Client meeting prep: the gift, the place, and their preferences
Stalled deals bring themselves back to life
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Matching properties to a client in budget — right on the request
Instant calling and booking of new ad leads
Mining leads from your inbox into a sheet
Real-estate lead scoring — on autopilot
Weekly cold outreach report, delivered to chat as a document
Sales cycle analysis and recommendations — automatic
Lead scoring and an instant reply to the customer
Client onboarding from a single form: folder, contact, channel, tasks
Personalized video-pitch scripts for job posts
Compare each proposal against your winners and find the gaps
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
High-value lead alerts — to chat, sheet and calendar
Personal cold-email openers from a spreadsheet
Hiring spikes at your accounts — straight to team chat
A personal plan for every new lead — right after the request
Posts with real deal potential — pinged to chat, filed in your knowledge base
AI reply sorting for outreach with auto-response
Early warnings on at-risk deals, delivered to the rep's chat
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
Collect online-store contacts, delivered to your team chat
Scoring and routing leads from form submissions
A hiring signal — into a ready sales lead automatically
Win back past event attendees with emails written for each of them
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time