Scriptera
Google Drive and Mattermost automations — Sales & Leads
Ready-made scenarios where Google Drive and Mattermost work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
17 scenarios
- CRM changes announced in your messenger
- New Google Drive deal — instant Mattermost alert
- New client onboarding — folder, email and team, automatically
- Client onboarding: folder, record and team alert, automatically
- Compare each proposal against your winners and find the gaps
- Client onboarding from a single form: folder, contact, channel, tasks
- New client onboarding — folder, tasks, channel, and email in a minute
- Onboard a new client in one move
- Sales call breakdown: transcript, lead status, task
- Client onboarding after a won deal
- Client onboarding from a single form: project, tasks, contract, channel
- A personal opening line for every lead on your list
- A personal opening line for every contact
- A sales agent in chat: finds the product, answers questions, sends the payment link
- Lead qualification and client document collection — automated
- Kick off a client project the moment they pay
- Client onboarding from documents — the record fills itself in
