Mautic and Pachca automations — Sales & Leads

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

74 scenarios

New messages in Pachca — Contacts in Mautic
New contacts in Mautic — Running apis in Pachca
New messages in Pachca — Contacts in Mautic
New Mautic contacts — into Pachca audiences
New messages in Pachca — Updating contacts in Mautic
Contacts from Mautic into Pachca audiences
Website requests — straight to your messenger, a confirmation to the client
From Pachca through Mautic — the answer back to Pachca
New CRM contacts — enrichment and alert
Validating new contacts for dead addresses
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
An instant reply to every new lead from your sheet
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
Lead scoring and an instant reply to the customer
Client onboarding from a single form: folder, contact, channel, tasks
A form lead: analysed in a sheet, answered by email, flagged in your chat
A personal plan for every new lead — right after the request
Scoring and routing leads from form submissions
Smart lead routing to reps — instant, with no manual assignment
Hiring spikes at your accounts — straight to team chat
Lead qualification by robo-call — with a proposal for the good fits
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Win back past event attendees with emails written for each of them
Capture and route leads from every channel
Cold-email reply triage: hot leads notified instantly
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Property enquiries: instant auto-reply and the right agent alerted
Meeting prep that arrives on its own — contact, deals, company and talking points
Sales call breakdown: transcript, lead status, task
B2B leads and cold emails — sourcing and sending, automated
Website leads — enrichment, scoring and routing to CRM
Ready-to-buy clients from social — on request
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website enquiry triage: spam aside, customers get a personal reply
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Kick off a client project the moment they pay
Personalized lead emails with chat approval
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents