Scenarios for OkoCrm — Sales & Leads

Ready-made scenarios for OkoCrm: pick one — a copy appears in your account and runs on its own.

273 scenarios

A new contact — instantly a card on your task board
Instagram leads, straight into a sheet
A booked meeting — a CRM task and a reminder
Website check for new hubspot companies
Website requests — straight to your messenger, a confirmation to the client
Email validation for new CRM contacts
Website leads to your messenger and a sheet
Company data and logo — straight into a sheet
A business card into a contact card from a photo
Local business leads from the map — into a sheet
Website leads land in your list and in the team chat
Validating new contacts for dead addresses
A website lead: to the team chat, into a sheet, with an email to the client
Cold-email stats — always fresh in okoCrm
Cold emails from company profiles — automatically
Instant reply to a new lead, logged to a sheet
A messenger ping for every big new lead
New client onboarding — folder, email and team, automatically
Capture and score form leads — into a newsletter and sheet
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
Client onboarding: folder, record and team alert, automatically
A lead list from search — with contacts, into a sheet
Your contact base updates the instant a call ends
A personal opener for every lead — from their own website
A personal opening line for every prospect — right in your sheet
A project request — turned into a proposal and emailed to the client
Site traffic by domain — right in your table
Site leads and sign-ups — straight into a sheet
Lead response-time monitoring with alerts
A meaningful reply to every website lead — by email, within a minute
A personal WhatsApp reply to every lead — AI-powered
New deals routed automatically — to the team, table, and slides
Emails to found companies — from list to sent
Companies by the technology they use — as a list in your spreadsheet
Website inquiries: sheet, alert and one-click reply
Auto-fill people data in your spreadsheet from a profile link
Lead capture through a natural chat — into a sheet
Cold emails with a personalized icebreaker
Notifications of outreach replies — straight to okoCrm
A form submission becomes a full contact with a verified email
CRM deals into a sheet — a pipeline snapshot
Personal emails for cold contacts — in bulk
Sort leads by intent with a WhatsApp reply
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
Filtering strong leads from your form — an alert in your work chat
Form submissions straight into a table — with an automatic reply
Copying line items into a new deal and notifying the team
A landing-page lead — into CRM, a task and chat at once
Find work emails across your contact list
Every lead: reply, CRM and nurture, instantly
A okoCrm alert only for strong leads from your form
Personal cold emails for every lead
Auto-qualifying inbound leads from a form
A task and an alert on every deal move in your CRM
Bulk contact enrichment in your database
Score contact-form leads and alert the sales chat
Sort outreach replies with actions in hubspot
Lead scoring and routing: hot leads straight to sales
A lead list with a personalized icebreaker for each
A targeted list of professionals — into a spreadsheet
Collect a business database from maps into a table
Orders from emails — into sheet rows automatically
Instagram leads with verified emails — from a single query
Search for people from your board — results land as items
Lead capture with a multi-step form
Inbound leads scored, with alerts and draft replies for the hot ones
Win back leads after missed calls
The follow-up after a meeting — written for you
Instant replies to inbound leads, with lead scoring
Who's coming to the meeting — a profile, in advance
An instant reply to every new lead from your sheet
A startup set and comparison by keyword
Route leads by budget and source — automatically
Quote requests handled — from form to client reply
Personal LinkedIn outreach from a spreadsheet
LinkedIn lead finding and personalized outreach
A company's socials and profiles by name — into a sheet
A new lead: a CRM card and a welcome — instantly
Business leads from Google Maps with auto-emails
CRM company and task from a form submission
Pitch an upgrade at the exact moment a customer outgrows their plan
Leads from social engagement — into a sheet
Form leads into the CRM: no duplicates, with a score and an alert
Lead scoring right during the conversation — with alerts to chat
Auto-handle lead replies from email — CRM task and sales alert
Scoring and routing inbound leads — automatically
A site chat that gathers leads — AI answers and contacts into a sheet
Stalled leads: a morning nudge to the rep with the next step written out
Validate and enrich form leads
New-lead handling: CRM entry, team alert and reminder
A weekly sales summary — straight into your team chat
Score inbound leads against your own ideal-client profile
Company data by registration number — into таблица
A list of the right professionals by keywords — into a table
A form submission: scored, enriched with company data, answered personally
Collect B2B leads from maps into a table — with one query
When a payment lands: receipt, CRM update and a team ping
The right offer sent right after the enquiry — with a follow-up reminder

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.