Gmail and Twake automations — Sales & Leads

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

69 scenarios

Website requests — straight to your messenger, a confirmation to the client
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
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
An instant reply to every new lead from your sheet
Pitch an upgrade at the exact moment a customer outgrows their plan
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Instant replies to leads — day and night
Instant calling and booking of new ad leads
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Stalled deals bring themselves back to life
Lead scoring and an instant reply to the customer
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
Smart lead routing to reps — instant, with no manual assignment
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
Win back past event attendees with emails written for each of them
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Lead scoring, an instant reply and a nudge to sales
Cold-email reply triage: hot leads notified instantly
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Turn website chat into qualified leads in your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Property enquiries: instant auto-reply and the right agent alerted
Ready-to-buy clients from social — on request
B2B leads and cold emails — sourcing and sending, automated
Sales call breakdown: transcript, lead status, task
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Client onboarding after a won deal
Website enquiry triage: spam aside, customers get a personal reply
A chat that captures the lead and books the demo
Attendee briefings before every meeting
Personal touches across all channels — email, LinkedIn, messenger
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Lead qualification and client document collection — automated
Sort email leads and file them into the CRM — by importance
Kick off a client project the moment they pay
Personalized lead emails with chat approval
A brief for every external meeting — in the morning, before your day starts
Sales quotes from a pricing request — automatically
A three-email sequence that stops the moment they reply
Cold outreach with follow-ups and reply tracking
Leads from a form and a messenger in one base, shared among agents
Meeting prep — a briefing on each attendee, sent ahead of time