Scriptera
Compass and Harvest automations — Sales & Leads
Ready-made scenarios where Compass and Harvest work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
25 scenarios
- New Harvest contacts — into Compass audiences
- Contacts from Harvest into Compass audiences
- New messages in Compass — Updating contacts in Harvest
- New messages in Compass — Customers in Harvest
- New messages in Compass — Updating customers in Harvest
- New messages in Compass — Contacts in Harvest
- Stage change: deals in hubspot — Sending messages in Compass
- New messages in Compass — Contacts in Harvest
- New contacts in Harvest — Running apis in Compass
- New CRM contacts — enrichment and alert
- From Compass through Harvest — the answer back to Compass
- 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 scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- Client onboarding from a single form: folder, contact, channel, tasks
- Scoring and routing leads from form submissions
- Capture and route leads from every channel
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Score event RSVPs and route them to sales
- Website leads — enrichment, scoring and routing to CRM
- Website lead scoring — a task for the rep only on the strong ones
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
