Mautic and Twake automations — Sales & Leads

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

72 scenarios

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