Devino and Xero automations — Sales & Leads

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

39 scenarios

New messages in Devino — Contacts in Xero
New contacts in Xero — Sending SMS in Devino
New leads in Facebook Lead Ads — Sending SMS in Devino
New Xero contacts — into Devino audiences
New contacts in Xero — Running apis in Devino
Updated contacts in Xero — Sending SMS in Devino
New messages in Devino — Updating contacts in Xero
Contacts from Xero into Devino audiences
From Devino through Xero — the answer back to Devino
Website leads greeted — email, CRM, team alert
New CRM contacts — enrichment and alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and 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
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Welcome emails for new customers with tracking
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically