Scriptera
Gmail and Xero automations — Sales & Leads
Ready-made scenarios where Gmail and Xero work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
39 scenarios
- New emails in Gmail — Contacts in Xero
- New emails in gmail — Contacts in Xero
- New conversations in Gmail — Updating contacts in Xero
- New emails in Gmail — Updating contacts in Xero
- Found: files in Gmail — Contacts in Xero
- New contacts in Xero — Labels in Gmail
- Found: emails in Gmail — Contacts in Xero
- New emails in gmail — Contacts in Xero
- Found: emails in Gmail — Updating contacts in Xero
- New labels in Gmail — Contacts in Xero
- New emails in Gmail — Contacts in Xero
- Deal notes from emails — into your CRM automatically
- Website leads greeted — email, CRM, team alert
- Form leads straight into the CRM
- Route each new order into your CRM, invoices, and mailing list
- 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 personalized sales proposal from a table row, ready and sent
- Inbound leads scored, with alerts and draft replies for the hot ones
- A prospect list with contacts — automatically
- New-lead handling: CRM entry, team alert and reminder
- Lead verification and CRM sync — straight from a JotForm form
- Open-house visitors into your CRM and into an email, right after the visit
- Store lead emails turned into CRM contacts and deals automatically
- Properties with owner contacts — daily to your CRM and email
- Client onboarding from a single form: folder, contact, channel, tasks
- Welcome emails for new customers with tracking
- Capture and route leads from every channel
- Client renewal reminders — ahead of time
- Cold outreach with personal emails and CRM logging
- Re-engage stalled leads with a ready-made email
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- 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
- Auto-booking demos for high-intent leads
- Lead verification, enrichment and sorting — automatically
- An AI assistant over your CRM in any messenger
