Devino and SendGrid automations — Sales & Leads

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

68 scenarios

Website requests — straight to your messenger, a confirmation to the client
A website lead: to the team chat, into a sheet, with an email to the client
An instant personal reply to every new lead
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
An instant reply to a website lead — by email and message
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
Send emails down a sheet list, one by one with pauses
Lead scoring and routing: hot leads straight to sales
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
Open-house visitors — team alert and instant follow-up
Form submissions: triaged, answered and pushed to your team
Quote requests handled — from form to client reply
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Instant SMS to a new lead and an auto follow-up if they go quiet
Instant calling and booking of new ad leads
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Stalled deals bring themselves back to life
Instant replies to leads — day and night
Client onboarding from a single form: folder, contact, channel, tasks
A form lead: analysed in a sheet, answered by email, flagged in your chat
Lead scoring and an instant reply to the customer
Website leads: scored and routed — hot ones to sales, the rest to nurture
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
Smart lead routing to reps — instant, with no manual assignment
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Win back past event attendees with emails written for each of them
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
B2B leads and cold emails — sourcing and sending, automated
Property enquiries: instant auto-reply and the right agent alerted
Meeting prep that arrives on its own — contact, deals, company and talking points
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Client onboarding after a won deal
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Website lead scoring and an instant client reply
Website enquiry triage: spam aside, customers get a personal reply
A reply to every new lead — by email and message
Attendee briefings before every meeting
Personal touches across all channels — email, LinkedIn, messenger
Instant emails on every new lead — to your team and to the client
Enquiries: qualified, written up, yours to approve
Reactivate cold leads with an automated sequence
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Lead qualification and client document collection — automated
Kick off a client project the moment they pay
Personalized lead emails with chat approval
A brief for every external meeting — in the morning, before your day starts
Cold outreach with follow-ups and reply tracking
A follow-up email sequence per lead that stops on the first reply
Leads from a form and a messenger in one base, shared among agents
Meeting prep — a briefing on each attendee, sent ahead of time