Salesforce and SendPulse automations — Sales & Leads

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

53 scenarios

Website leads greeted — email, CRM, team alert
Contacts from sendPulse — into Salesforce on their own
A proposal right after the call — automatically
Form leads straight into the CRM
Two-way contact sync between two CRMs
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Instant reply to a property inquiry with matched listings
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Deal-matched materials — sent automatically by CRM stage
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Smart lead routing to reps — instant, with no manual assignment
Instant email reply to leads from ads
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
CRM data quality audit, delivered to your inbox
Automatic follow-ups on stalled deals
Automatic lead qualification in Salesforce
Re-engage stalled leads with a ready-made email
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Personal post-webinar follow-ups, written from the recording itself
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Welcome new clients and assign managers — right after the deal closes
Website lead scoring — a task for the rep only on the strong ones
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
Automated cold outreach — with research on every lead