Gmail, Google Sheets and Salesforce automations — Sales & Leads

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

26 scenarios

Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
LinkedIn leads and cold-email drafts
Instant reply to a property inquiry with matched listings
Instant email reply to leads from ads
Capture and route leads from every channel
Client renewal reminders — ahead of time
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
Alerts for customers losing interest: to the rep, into a task, and by email
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Automated cold outreach — with research on every lead
Sort email leads and file them into the CRM — by importance
Leads from target companies' job posts — with the email ready
An AI assistant over your CRM in any messenger