Harvest and Mailjet automations — Sales & Leads

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

32 scenarios

New emails in Mailjet — Deleting contacts in Harvest
New emails in Mailjet — Updating contacts in Harvest
New emails in Mailjet — Customers in Harvest
New emails in Mailjet — Updating customers in Harvest
New emails in Mailjet — Contacts in Harvest
Contacts from Harvest into Mailjet audiences
New emails in Mailjet — Contacts in Harvest
New Harvest contacts — into Mailjet audiences
New contacts in Harvest — Running apis in Mailjet
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
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
A follow-up email after a canceled meeting — automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website lead scoring — a task for the rep only on the strong ones
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An AI assistant over your CRM in any messenger