Compass and YouTube automations — Sales & Leads

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

38 scenarios

Website leads land in your list and in the team chat
Collect and verify emails from Compass into YouTube
A website lead: to the team chat, into a sheet, with an email to the client
Client onboarding: folder, record and team alert, automatically
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Win back leads after missed calls
Quote requests handled — from form to client reply
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
Stalled leads: a morning nudge to the rep with the next step written out
When a payment lands: receipt, CRM update and a team ping
Client meeting prep: the gift, the place, and their preferences
A personal post-purchase message to your customer — automatic
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Scoring and routing leads from form submissions
Posts with real deal potential — pinged to chat, filed in your knowledge base
Cold-email reply triage: hot leads notified instantly
Lead scoring with automatic routing of qualified prospects
Lead scoring, an instant reply and a nudge to sales
A new lead summed up from their site — a card in YouTube and an alert to compass
A sales leaderboard with a personal word to the team — automatically
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Website lead scoring and an instant client reply
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Website enquiry triage: spam aside, customers get a personal reply
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance