Express and SeaTable automations — Sales & Leads

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

75 scenarios

Website leads land in your list and in the team chat
Website leads to your messenger and a sheet
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 client onboarding — folder, email and team, automatically
A form submission becomes a full contact with a verified email
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Lead capture with a multi-step form
Lead scoring and routing: hot leads straight to sales
The follow-up after a meeting — written for you
An instant reply to every new lead from your sheet
Quote requests handled — from form to client reply
Win back leads after missed calls
Score inbound leads against your own ideal-client profile
Stalled leads: a morning nudge to the rep with the next step written out
New-lead handling: CRM entry, team alert and reminder
A weekly sales summary — straight into your team chat
Auto-handle lead replies from email — CRM task and sales alert
When a payment lands: receipt, CRM update and a team ping
Contacts from business cards into a spreadsheet — by photo
A proposal from a table row — as a finished document
Mining leads from your inbox into a sheet
Matching properties to a client in budget — right on the request
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
Client meeting prep: the gift, the place, and their preferences
Personalized video-pitch scripts for job posts
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
Early warnings on at-risk deals, delivered to the rep's chat
Smart lead routing to reps — instant, with no manual assignment
Scoring and routing leads from form submissions
Posts with real deal potential — pinged to chat, filed in your knowledge base
Capture and route leads from every channel
Client renewal reminders — ahead of time
A card photo becomes a contact in your sheet
Client onboarding from an intake form — checklist, consultant and kickoff
A new lead summed up from their site — a card in SeaTable and an alert to express
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Lead scoring, an instant reply and a nudge to sales
Lead scoring with automatic routing of qualified prospects
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
Meeting prep that arrives on its own — contact, deals, company and talking points
B2B leads and cold emails — sourcing and sending, automated
Businesses from the map — scored, each with an outreach email ready
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Automatic lead scoring with instant sales alerts
Classify and route every cold email reply
Website lead scoring and an instant client reply
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
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
A sales assistant across every messenger