OkoCrm and SendGrid automations — Sales & Leads

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

98 scenarios

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
Cold emails from company profiles — automatically
New client onboarding — folder, email and team, automatically
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Auto-qualifying inbound leads from a form
Every lead: reply, CRM and nurture, instantly
Pitch an upgrade at the exact moment a customer outgrows their plan
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
LinkedIn lead finding and personalized outreach
Business leads from Google Maps with auto-emails
Quote requests handled — from form to client reply
Instant replies to inbound leads, with lead scoring
Route leads by budget and source — automatically
A new lead: a CRM card and a welcome — instantly
Scoring and routing inbound leads — automatically
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Personalised welcome emails right after payment
The right offer sent right after the enquiry — with a follow-up reminder
A form submission: scored, enriched with company data, answered personally
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Instant replies to leads — day and night
Reply to new leads with a quick approval step
Client onboarding from a single form: folder, contact, channel, tasks
Lead scoring and an instant reply to the customer
Website leads: scored and routed — hot ones to sales, the rest to nurture
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
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing inquiries — automatically
Morning briefs for your meetings — who and where from
Finding businesses on the map and emailing them
A card photo becomes a contact in your sheet
Form leads triaged: priority email for hot ones, a gentle one for the rest
Onboard a new client in one move
A waitlist with email confirmation — in a sheet
Client renewal reminders — ahead of time
Win back past event attendees with emails written for each of them
Client onboarding from an intake form — checklist, consultant and kickoff
Re-engage stalled leads with a ready-made email
Find clients and send first emails — from one form
Automatic follow-ups on stalled deals
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Sales call analysis that updates the CRM for you
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Personal post-webinar follow-ups, written from the recording itself
A tailored reply to every lead by topic, logged in a table
B2B leads and cold emails — sourcing and sending, automated
Social-network leads, scored and synced to your CRM
Property enquiries: instant auto-reply and the right agent alerted
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Meeting prep that arrives on its own — contact, deals, company and talking points
Ready-to-buy clients from social — on request
CRM deals synced to a sheet, with a daily email summary
Website lead scoring — a task for the rep only on the strong ones
Classify and route every cold email reply
Website lead scoring and an instant client reply
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Tender questionnaires — answered for you
Finding customers on Reddit — on autopilot
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
Draft replies to website inquiries — ready on their own
Leads from a sheet into your CRM, no duplicates
Client brief breakdowns, done for you with industry research
Personal touches across all channels — email, LinkedIn, messenger
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
Daily meeting brief with attendee research
Personal emails to new contacts — built from their own socials
Lead qualification and client document collection — automated
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Personalized lead emails with chat approval
A brief for every external meeting — in the morning, before your day starts
Cold outreach with follow-ups and reply tracking
A follow-up email sequence per lead that stops on the first reply
Leads from a form and a messenger in one base, shared among agents