Scriptera
Formstack and OkoCrm automations — Sales & Leads
Ready-made scenarios where Formstack and OkoCrm work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
13 scenarios
- A project request — turned into a proposal and emailed to the client
- A form submission becomes a full contact with a verified email
- Priority for big-budget leads — straight to the CRM and a team signal
- Lead scoring and routing: hot leads straight to sales
- Route leads by budget and source — automatically
- CRM company and task from a form submission
- Validate and enrich form leads
- Form leads into the CRM: no duplicates, with a score and an alert
- A form submission: scored, enriched with company data, answered personally
- Lead scoring and an instant reply to the customer
- Scoring and routing inquiries — automatically
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Leads from a form and a messenger in one base, shared among agents
