Exolve + InSales scenarios — Sales & Leads

Ready-made scenarios where Exolve and InSales work together: pick one — a copy appears in your account and runs on its own.

38 scenarios

Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Client onboarding: folder, record and team alert, automatically
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
Win back leads after missed calls
Quote requests handled — from form to client reply
A weekly sales summary — straight into your team chat
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
Lead scoring with automatic routing of qualified prospects
A new lead summed up from their site — a card in inSales and an alert to exolve
Lead scoring, an instant reply and a nudge to sales
Cold-email reply triage: hot leads notified instantly
A sales leaderboard with a personal word to the team — automatically
Meeting prep that arrives on its own — contact, deals, company and talking points
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Classify and route every cold email reply
Website lead scoring and an instant client reply
Website enquiry triage: spam aside, customers get a personal reply
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
Leads from a form and a messenger in one base, shared among agents

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.