OkoCrm and Pipedrive automations — Sales & Leads

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

43 scenarios

A booked meeting — a CRM task and a reminder
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
The follow-up after a meeting — written for you
Inbound leads scored, with alerts and draft replies for the hot ones
CRM company and task from a form submission
Pitch an upgrade at the exact moment a customer outgrows their plan
Form leads into the CRM: no duplicates, with a score and an alert
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Cold outreach with auto follow-ups and CRM tracking
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Client onboarding from a single form: project, tasks, contract, channel
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
BANT call qualification and CRM handling — on autopilot