Devino and Roistat automations — Sales & Leads

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

62 scenarios

Updated contacts in hubspot — Sending SMS in Devino
Website leads land in your list and in the team chat
Collect and verify emails from Devino into Roistat
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Client onboarding: folder, record and team alert, automatically
A meaningful reply to every website lead — by email, within a minute
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
Priority for big-budget leads — straight to the CRM and a team signal
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Auto-qualifying inbound leads from a form
Instant replies to inbound leads, with lead scoring
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
Win back leads after missed calls
Business leads from Google Maps with auto-emails
Scoring and routing inbound leads — automatically
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
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
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
Client meeting prep: the gift, the place, and their preferences
A personal post-purchase message to your customer — automatic
Reply to new leads with a quick approval step
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Website leads: scored and routed — hot ones to sales, the rest to nurture
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
A card photo becomes a contact in your sheet
Finding businesses on the map and emailing them
Form leads triaged: priority email for hot ones, a gentle one for the rest
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 roistat and an alert to devino
Personal post-webinar follow-ups, written from the recording itself
A business card photo — turned into a contact and a follow-up email
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
A sales leaderboard with a personal word to the team — automatically
Deal close-date forecasting from your own history, auto-updated in the CRM
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
Website lead scoring and an instant client reply
Automatic follow-ups for prospects who went quiet
Classify and route every cold email reply
Finding customers on Reddit — on autopilot
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
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply