Google Sheets, Salesforce and Slack automations — Sales & Leads

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

20 scenarios

Lead scoring and routing: hot leads straight to sales
New-lead handling: CRM entry, team alert and reminder
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client renewal reminders — ahead of time
Capture and route leads from every channel
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
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