Copper and Mandrill automations — Sales & Leads

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

48 scenarios

Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Smart lead routing to reps — instant, with no manual assignment
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Copper
Automatic follow-ups on stalled deals
A brief on the person and their company before a call
B2B prospect search and personal outreach — on autopilot
Turn website chat into qualified leads in your CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Deal contacts — discovered and enriched automatically
Welcome new clients and assign managers — right after the deal closes
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner