Express and SendPulse automations — Sales & Leads

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

66 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
Application processing and agent assignment — on autopilot
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Quote requests handled — from form to client reply
Form submissions: triaged, answered and pushed to your team
Pitch an upgrade at the exact moment a customer outgrows their plan
Win back leads after missed calls
Inbound leads scored, with alerts and draft replies for the hot ones
An instant reply to every new lead from your sheet
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Matching properties to a client in budget — right on the request
Stalled deals bring themselves back to life
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
Instant calling and booking of new ad leads
A form lead: analysed in a sheet, answered by email, flagged in your chat
High-value lead alerts — to chat, sheet and calendar
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
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
A card photo becomes a contact in your sheet
Morning briefs for your meetings — who and where from
Win back past event attendees with emails written for each of them
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Screening leads by criteria — with a reply to each
Intake and routing of service requests with appointment booking
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Cold-email reply triage: hot leads notified instantly
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Property enquiries: instant auto-reply and the right agent alerted
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Sales call breakdown: transcript, lead status, task
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Classify and route every cold email reply
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
Personal touches across all channels — email, LinkedIn, messenger
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Sales proposals tailored to each client — on their own
Cold outreach with email checks and anti-spam pacing
Kick off a client project the moment they pay
Personalized lead emails with chat approval
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents