Home Assistant automations — Sales & Leads

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

29 scenarios

Stage change: deals in hubspot — Events in Home Assistant
New deals in Copper — Events in Home Assistant
Form answers become calendar events
Updated leads in salesforce — Events in Home Assistant
New leads in Amo Crm — Events in Home Assistant
Company news before every meeting
An attendee brief before the meeting — in your calendar automatically
The right offer sent right after the enquiry — with a follow-up reminder
Lead intake and client booking — on autopilot
High-value lead alerts — to chat, sheet and calendar
AI sales assistant: qualifies leads and books meetings
A brief on the counterpart's company before a call
Client onboarding from an intake form — checklist, consultant and kickoff
Morning briefs for your meetings — who and where from
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
A brief on the person and their company before a call
Leads: a personal reply, a nudge and a booked call
Client onboarding after a won deal
Automatic meeting booking for new clients
Attendee briefings before every meeting
Instant replies to messenger leads, with scoring and meeting booking
A pre-meeting brief: past agreements and what changed, sent to every attendee
Daily meeting brief with attendee research
The whole client path from enquiry to kickoff — automated
A brief for every external meeting — in the morning, before your day starts
Lead triage and qualification — with demos and follow-ups
Meeting prep — a briefing on each attendee, sent ahead of time
A sales assistant across every messenger