Scriptera
KoBoToolbox and RuSender automations — Sales & Leads
Ready-made scenarios where KoBoToolbox and RuSender work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
17 scenarios
- A proposal right after the call — automatically
- Form leads straight into the CRM
- A project request — turned into a proposal and emailed to the client
- Personal emails to new leads — on their own after the form
- Personalized welcome emails for every form submission
- Lead scoring and routing: hot leads straight to sales
- A proposal and payment link right after the meeting
- Route leads by budget and source — automatically
- A form submission: scored, enriched with company data, answered personally
- Instant reply to a property inquiry with matched listings
- Lead verification and CRM sync — straight from a KoBoToolbox form
- Lead scoring and an instant reply to the customer
- Scoring and routing inquiries — automatically
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Automated cold outreach — with research on every lead
- Agency client onboarding — folders, brief, and welcome email from one form
- Leads from a form and a messenger in one base, shared among agents
