Gmail, Google Sheets and Slack automations — Sales & Leads

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

57 scenarios

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
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
An instant reply to every new lead from your sheet
Form submissions: triaged, answered and pushed to your team
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Mining leads from your inbox into a sheet
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
A city-wide business list from the map — into your table
A form lead: analysed in a sheet, answered by email, flagged in your chat
Collect local businesses by city — straight into your sheet
A card photo becomes a contact in your sheet
Onboard a new client in one move
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Capture and route leads from every channel
Screening leads by criteria — with a reply to each
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Address check and welcome for a new customer
A business card photo — turned into a contact and a follow-up email
Alerts for customers losing interest: to the rep, into a task, and by email
B2B leads and cold emails — sourcing and sending, automated
Personal voice follow-up to new leads — automatically
Meeting prep that arrives on its own — contact, deals, company and talking points
New-client onboarding — from form to welcome email and tasks
Property enquiries: instant auto-reply and the right agent alerted
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring and an instant client reply
Client onboarding from a single form: project, tasks, contract, channel
Personal touches across all channels — email, LinkedIn, messenger
Website leads straight into CRM deals, with a team alert
Fake-lead protection and lead nurturing — automated
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Cold B2B outreach: contact sourcing, personalized emails, follow-ups
Sales proposals tailored to each client — on their own
Kick off a client project the moment they pay
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
Leads from target companies' job posts — with the email ready
Personalized lead emails with chat approval
Chat-controlled email outreach — with open tracking
A three-email sequence that stops the moment they reply
Cold outreach with follow-ups and reply tracking
An AI assistant over your CRM in any messenger
B2B lead enrichment and a personalized opener — automatically