Roistat and SendGrid automations — Sales & Leads

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

42 scenarios

A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
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
Auto-qualifying inbound leads from a form
Route leads by budget and source — automatically
Quote requests handled — from form to client reply
Business leads from Google Maps with auto-emails
Instant replies to inbound leads, with lead scoring
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
Personalised welcome emails right after payment
When a payment lands: receipt, CRM update and a team ping
A form submission: scored, enriched with company data, answered personally
A personal post-purchase message to your customer — automatic
Website leads: scored and routed — hot ones to sales, the rest to nurture
Reply to new leads with a quick approval step
A card photo becomes a contact in your sheet
Form leads triaged: priority email for hot ones, a gentle one for the rest
Finding businesses on the map and emailing them
Onboard a new client in one move
Cold-email reply triage: hot leads notified instantly
Personal post-webinar follow-ups, written from the recording itself
A business card photo — turned into a contact and a follow-up email
A tailored reply to every lead by topic, logged in a table
Sales call analysis that updates the CRM for you
Deal close-date forecasting from your own history, auto-updated in the CRM
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Website lead scoring and an instant client reply
Finding customers on Reddit — on autopilot
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Draft replies to website inquiries — ready on their own
Website enquiry triage: spam aside, customers get a personal reply
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply