Devino and Salesforce automations — Sales & Leads

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

75 scenarios

Push Salesforce leads into Devino audiences
Ad leads delivered to your messenger
CRM changes announced in your messenger
New Salesforce contacts — into Devino audiences
Contacts from Salesforce into Devino audiences
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Validating new contacts for dead addresses
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
New deals routed automatically — to the team, table, and slides
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
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
Instant reply to a property inquiry with matched listings
Stalled deals bring themselves back to life
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Instant calling and booking of new ad leads
Deal-matched materials — sent automatically by CRM stage
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Upsell signals from support tickets
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Scoring and routing leads from form submissions
Instant email reply to leads from ads
Smart lead routing to reps — instant, with no manual assignment
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A client deck built from a call recording — automatically
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Salesforce
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Personal post-webinar follow-ups, written from the recording itself
Score event RSVPs and route them to sales
B2B prospect search and personal outreach — on autopilot
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Welcome new clients and assign managers — right after the deal closes
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Automatic meeting booking for new clients
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Customer churn prediction from deals and tickets
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
Automated cold outreach — with research on every lead
Sort email leads and file them into the CRM — by importance