Devino and Monica CRM automations — Sales & Leads

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

131 scenarios

Updated contacts in hubspot — Sending SMS in Devino
New contacts in Monica CRM — Running apis in Devino
New messages in Devino — Contacts in Monica CRM
Contacts from Monica CRM into Devino audiences
New messages in Devino — Updating contacts in Monica CRM
New leads in Facebook Lead Ads — Sending SMS in Devino
Updated contacts in Monica CRM — Sending SMS in Devino
New contacts in Monica CRM — Sending SMS in Devino
New Monica CRM contacts — into Devino audiences
Website leads land in your list and in the team chat
Website leads greeted — email, CRM, team alert
From Devino through Monica CRM — the answer back to Devino
New CRM contacts — enrichment and alert
Website leads to your messenger and a sheet
A website lead: to the team chat, into a sheet, with an email to the client
Collect and verify emails from Devino into Monica CRM
Form leads straight into the CRM
Cold emails from company profiles — automatically
Client onboarding: folder, record and team alert, automatically
A project request — turned into a proposal and emailed to the client
Route each new order into your CRM, invoices, and mailing list
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
A form submission becomes a full contact with a verified email
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
A landing-page lead — into CRM, a task and chat at once
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Lead capture with a multi-step form
Leads scored and routed to a rep — straight from the form
Auto-qualifying inbound leads from a form
A task and an alert on every deal move in your CRM
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A new lead: a CRM card and a welcome — instantly
Business leads from Google Maps with auto-emails
A PDF pricing proposal from your sheet — sent to the client
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Instant replies to inbound leads, with lead scoring
Win back leads after missed calls
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
Personalized cold outreach on a schedule
Route leads by budget and source — automatically
LinkedIn lead finding and personalized outreach
Auto-handle lead replies from email — CRM task and sales alert
Scoring and routing inbound leads — automatically
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Stalled leads: a morning nudge to the rep with the next step written out
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
When a payment lands: receipt, CRM update and a team ping
The right offer sent right after the enquiry — with a follow-up reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Client meeting prep: the gift, the place, and their preferences
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Personalized video-pitch scripts for job posts
Early warnings on at-risk deals, delivered to the rep's chat
Lead qualification by robo-call — with a proposal for the good fits
A hiring signal — into a ready sales lead automatically
Scoring and routing inquiries — automatically
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
A waitlist with email confirmation — in a sheet
A card photo becomes a contact in your sheet
Client onboarding from an intake form — checklist, consultant and kickoff
Form leads triaged: priority email for hot ones, a gentle one for the rest
Client renewal reminders — ahead of time
Finding businesses on the map and emailing them
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Lead scoring with automatic routing of qualified prospects
Find clients and send first emails — from one form
Intake and routing of service requests with appointment booking
Re-engage stalled leads with a ready-made email
Cold-email reply triage: hot leads notified instantly
A new lead summed up from their site — a card in Monica CRM and an alert to devino
Lead scoring, an instant reply and a nudge to sales
A business card photo — turned into a contact and a follow-up email
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
B2B prospect search and personal outreach — on autopilot
Score event RSVPs and route them to sales