Gmail and Monica CRM automations — Sales & Leads

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

115 scenarios

New emails in gmail — Deleting contacts in Monica CRM
New emails in Gmail — Contacts in Monica CRM
New emails in gmail — Contacts in Monica CRM
New emails in Gmail — Deleting contacts in Monica CRM
New emails in Gmail — Updating contacts in Monica CRM
New conversations in Gmail — Updating contacts in Monica CRM
Found: emails in Gmail — Contacts in Monica CRM
New contacts in Monica CRM — Labels in Gmail
New labels in Gmail — Contacts in Monica CRM
New emails in Gmail — Contacts in Monica CRM
New tags in Monica CRM — Finding emails in Gmail — variant 2
New emails in gmail — Contacts in Monica CRM
Found: files in Gmail — Contacts in Monica CRM
Found: emails in Gmail — Updating contacts in Monica CRM
New labels in Gmail — Deleting contacts in Monica CRM
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
A website lead: to the team chat, into a sheet, with an email to the client
Form leads straight into the CRM
Cold emails from company profiles — automatically
Capture and score form leads — into a newsletter and sheet
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Route each new order into your CRM, invoices, and mailing list
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Leads scored and routed to a rep — straight from the form
Auto-qualifying inbound leads from a form
Enriching leads with contacts — drop a sheet, get a filled CRM
Orders from emails — into sheet rows automatically
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
Instant replies to inbound leads, with lead scoring
Business leads from Google Maps with auto-emails
Personalized cold outreach on a schedule
LinkedIn lead finding and personalized outreach
A PDF pricing proposal from your sheet — sent to the client
A new lead: a CRM card and a welcome — instantly
Route leads by budget and source — automatically
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Scoring and routing inbound leads — automatically
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
When a payment lands: receipt, CRM update and a team ping
Lead verification and CRM sync — straight from a JotForm form
The right offer sent right after the enquiry — with a follow-up reminder
A follow-up email after a canceled meeting — automatically
Mining leads from your inbox into a sheet
Store lead emails turned into CRM contacts and deals automatically
Supplier risk scoring — automatically
A personal post-purchase message to your customer — automatic
Open-house visitors into your CRM and into an email, right after the visit
Website leads: scored and routed — hot ones to sales, the rest to nurture
Properties with owner contacts — daily to your CRM and email
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Client onboarding from a single form: folder, contact, channel, tasks
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing inquiries — automatically
A personal plan for every new lead — right after the request
Capture and route leads from every channel
A card photo becomes a contact in your sheet
Cold outreach with personal emails and CRM logging
Form leads triaged: priority email for hot ones, a gentle one for the rest
Finding businesses on the map and emailing them
Onboard a new client in one move
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
A waitlist with email confirmation — in a sheet
Cold-email reply triage: hot leads notified instantly
Lead scoring, an instant reply and a nudge to sales
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Find clients and send first emails — from one form
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
Sales call analysis that updates the CRM for you
A tailored reply to every lead by topic, logged in a table
Personal post-webinar follow-ups, written from the recording itself
Property enquiries: instant auto-reply and the right agent alerted
Deal close-date forecasting from your own history, auto-updated in the CRM
Ready-to-buy clients from social — on request
CRM deals synced to a sheet, with a daily email summary
B2B leads and cold emails — sourcing and sending, automated
Sales call breakdown: transcript, lead status, task
Alerts for customers losing interest: to the rep, into a task, and by email
Social-network leads, scored and synced to your CRM
Automatic follow-ups for prospects who went quiet
Finding customers on Reddit — on autopilot
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring and an instant client reply