Scriptera
Express and Microsoft Teams automations — Sales & Leads
Ready-made scenarios where Express and Microsoft Teams work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
13 scenarios
- New client onboarding — folder, email and team, automatically
- A landing-page lead — into CRM, a task and chat at once
- A task and an alert on every deal move in your CRM
- The follow-up after a meeting — written for you
- Client onboarding from a single form: folder, contact, channel, tasks
- Automatic follow-ups on stalled deals
- Lead scoring, an instant reply and a nudge to sales
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Website lead scoring — a task for the rep only on the strong ones
- Client onboarding from a single form: project, tasks, contract, channel
- Personal touches across all channels — email, LinkedIn, messenger
- A pre-meeting brief: last notes, open tickets, recent changes
- A sales assistant across every messenger
