Mandrill and Salesforce automations — Sales & Leads

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

46 scenarios

Updated leads in salesforce — Sending emails in Mandrill
New deals in Salesforce — Sending emails in Mandrill
New deals in Salesforce — Sending emails in Mandrill
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
An instant personal reply to every new lead
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
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Instant reply to a property inquiry with matched listings
Lead verification and CRM sync — straight from a JotForm form
Instant calling and booking of new ad leads
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Instant email reply to leads from ads
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Salesforce
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Turn website chat into qualified leads in your CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
Personal post-webinar follow-ups, written from the recording itself
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
A chat that captures the lead and books the demo
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Automated cold outreach — with research on every lead