Compass and Salesforce automations — Sales & Leads

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

51 scenarios

Updated deals in Salesforce — Messages in Compass
Updated deals in Salesforce — Running apis in Compass
New deals in Salesforce — Running apis in Compass
New deals in Salesforce — Messages in Compass
CRM changes announced in your messenger
Ad leads delivered to your messenger
Push Salesforce leads into Compass audiences
New deals in Salesforce — Sending messages in Compass
New Salesforce contacts — into Compass audiences
New messages in Compass — Updating contacts in Salesforce
New deals in Salesforce — Sending messages in Compass
New contacts in Salesforce — Running apis in Compass
New deals in Salesforce — Sending messages in Compass
New messages in Compass — Contacts in Salesforce
Contacts from Salesforce into Compass audiences
New messages in Compass — Leads in Salesforce
New messages in Compass — Updating deals in Salesforce
New messages in Compass — Contacts in Salesforce
New CRM contacts — enrichment and alert
From Compass through Salesforce — the answer back to Compass
Profile links from Compass — as new contacts in Salesforce
A booked meeting — a CRM task and a reminder
Validating new contacts for dead addresses
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Sales cycle analysis and recommendations — automatic
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance