Grist and Pachca automations — Sales & Leads

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

55 scenarios

Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
Collect and verify emails from Pachca into Grist
A website lead: to the team chat, into a sheet, with an email to the client
Client onboarding: folder, record and team alert, automatically
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Lead capture with a multi-step form
Win back leads after missed calls
Quote requests handled — from form to client reply
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
When a payment lands: receipt, CRM update and a team ping
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Website leads: scored and routed — hot ones to sales, the rest to nurture
Personalized video-pitch scripts for job posts
High-value lead alerts — to chat, sheet and calendar
A form lead: analysed in a sheet, answered by email, flagged in your chat
Lead qualification by robo-call — with a proposal for the good fits
Early warnings on at-risk deals, delivered to the rep's chat
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Capture and route leads from every channel
Intake and routing of service requests with appointment booking
Lead scoring with automatic routing of qualified prospects
Lead scoring, an instant reply and a nudge to sales
Cold-email reply triage: hot leads notified instantly
A new lead summed up from their site — a card in Grist and an alert to pachca
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
Property enquiries: instant auto-reply and the right agent alerted
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Businesses from the map — scored, each with an outreach email ready
Website lead scoring and an instant client reply
Classify and route every cold email reply
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance