Scriptera
Compass and Microsoft To Do automations — Sales & Leads
Ready-made scenarios where Compass and Microsoft To Do work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
6 scenarios
- A landing-page lead — into CRM, a task and chat at once
- A task and an alert on every deal move in your CRM
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Website lead scoring — a task for the rep only on the strong ones
- A pre-meeting brief: last notes, open tickets, recent changes
- Kick off a client project the moment they pay
