Google Drive and Microsoft Excel 365 automations — Sales & Leads

Ready-made scenarios where Google Drive and Microsoft Excel 365 work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

7 scenarios

Application processing and agent assignment — on autopilot
Enriching leads with contacts — drop a sheet, get a filled CRM
A proposal and payment link right after the meeting
Compare each proposal against your winners and find the gaps
Screening leads by criteria — with a reply to each
Client onboarding from documents — the record fills itself in
An AI assistant over your CRM in any messenger