Gmail and Salesforce automations — Sales & Leads

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

64 scenarios

Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
A proposal right after the call — automatically
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
LinkedIn leads and cold-email drafts
Instant reply to a property inquiry with matched listings
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
A follow-up email after a canceled meeting — automatically
Instant calling and booking of new ad leads
Store lead emails turned into CRM contacts and deals automatically
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Smart lead routing to reps — instant, with no manual assignment
A client proposal — assembled for you
Instant email reply to leads from ads
Capture and route leads from every channel
Instant, personal outreach to every new lead
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Salesforce
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Personal post-webinar follow-ups, written from the recording itself
Alerts for customers losing interest: to the rep, into a task, and by email
Welcome new clients and assign managers — right after the deal closes
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Automatic meeting booking for new clients
Client onboarding after a won deal
A chat that captures the lead and books the demo
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
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
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