Exolve + SendGrid scenarios — Sales & Leads

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

57 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
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
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
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
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
Matching properties to a client in budget — right on the request
A personal post-purchase message to your customer — automatic
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
Instant replies to leads — day and night
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
Client onboarding from a single form: folder, contact, channel, tasks
A personal plan for every new lead — right after the request
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
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
Morning briefs for your meetings — who and where from
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Automatic follow-ups on stalled deals
B2B leads and cold emails — sourcing and sending, automated
Property enquiries: instant auto-reply and the right agent alerted
Ready-to-buy clients from social — on request
Meeting prep that arrives on its own — contact, deals, company and talking points
Sales call breakdown: transcript, lead status, task
Website lead scoring and an instant client reply
Classify and route every cold email reply
Tender questionnaires — answered for you
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Website enquiry triage: spam aside, customers get a personal reply
Personal touches across all channels — email, LinkedIn, messenger
Enquiries: qualified, written up, yours to approve
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
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.