S3 automations — Sales & Leads

Ready-made scenarios where S3 works for you (sales & leads): pick one — a copy appears in your account and runs on its own.

45 scenarios

New tags in helpScout — Files in S3
New deals in Copper — Folders in S3
Files from your form are filed into S3
New event in Eventbrite — a campaign in S3
Facebook Lead Ads leads become cards in S3
Bookings become CRM tasks
Stage change: deals in pipedrive — Files in S3
New jobs in gitlab — Uploading files in S3
New folders in S3 — Projects in Asana
New folders in S3 — Leads in Amo Crm
New users in intercom — Folders in S3
New folders in S3 — Customers in Clockify
New files in S3 — Leads in Amo Crm
New folders in S3 — Contacts in Amo Crm
New files in S3 — Finding contacts in Google Contacts
New folders in S3 — Finding contacts in Google Contacts
Found: deals in Pipedrive — Updating deals in Pipedrive
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
A proposal from a form lead — as a ready document and email
Application processing and agent assignment — on autopilot
Sales proposals from a form — with the value already calculated
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
A proposal from bullet points — in your template
Contacts from business cards into a spreadsheet — by photo
A proposal from a table row — as a finished document
Client onboarding from a single form: folder, contact, channel, tasks
New client onboarding — folder, tasks, channel, and email in a minute
A client proposal — assembled for you
Screening leads by criteria — with a reply to each
A card photo becomes a contact in your sheet
End-to-end client onboarding from one form
Invoices from a folder — straight into CRM deals
Client onboarding from a single form: project, tasks, contract, channel
Sales proposals tailored to each client — on their own
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing
Kick off a client project the moment they pay
A full company analysis from one link — a report to your inbox
Agency client onboarding — folders, brief, and welcome email from one form
An AI assistant over your CRM in any messenger
A sales assistant across every messenger