Monica CRM and SendPulse automations — Sales & Leads

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

91 scenarios

Contacts from sendPulse — into Monica CRM on their own
Website leads greeted — email, CRM, team alert
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
A meaningful reply to every website lead — by email, within a minute
A project request — turned into a proposal and emailed to the client
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Auto-qualifying inbound leads from a form
Inbound leads scored, with alerts and draft replies for the hot ones
LinkedIn lead finding and personalized outreach
Quote requests handled — from form to client reply
A prospect list with contacts — automatically
Win back leads after missed calls
A personalized sales proposal from a table row, ready and sent
Business leads from Google Maps with auto-emails
Instant replies to inbound leads, with lead scoring
A PDF pricing proposal from your sheet — sent to the client
Route leads by budget and source — automatically
Personalized cold outreach on a schedule
A new lead: a CRM card and a welcome — instantly
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
When a payment lands: receipt, CRM update and a team ping
The right offer sent right after the enquiry — with a follow-up reminder
A personal post-purchase message to your customer — automatic
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
High-value lead alerts — to chat, sheet and calendar
Properties with owner contacts — daily to your CRM and email
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Client onboarding from a single form: folder, contact, channel, tasks
Reply to new leads with a quick approval step
Scoring and routing inquiries — automatically
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
A card photo becomes a contact in your sheet
A waitlist with email confirmation — in a sheet
Client onboarding from an intake form — checklist, consultant and kickoff
Form leads triaged: priority email for hot ones, a gentle one for the rest
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Finding businesses on the map and emailing them
Find clients and send first emails — from one form
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
B2B prospect search and personal outreach — on autopilot
Personal post-webinar follow-ups, written from the recording itself
Sales call analysis that updates the CRM for you
A tailored reply to every lead by topic, logged in a table
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B leads and cold emails — sourcing and sending, automated
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
Sales call breakdown: transcript, lead status, task
Property enquiries: instant auto-reply and the right agent alerted
Social-network leads, scored and synced to your CRM
Ready-to-buy clients from social — on request
Classify and route every cold email reply
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Website lead scoring and an instant client reply
Finding customers on Reddit — on autopilot
Website lead scoring — a task for the rep only on the strong ones
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
A four-email sequence — personalised for each recipient
Client brief breakdowns, done for you with industry research
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply