Salesforce and SMSC.ru automations — Sales & Leads

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

57 scenarios

A booked meeting — a CRM task and a reminder
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Validating new contacts for dead addresses
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A task and an alert on every deal move in your CRM
Leads scored and routed to a rep — straight from the form
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
A proposal and payment link right after the meeting
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Instant reply to a property inquiry with matched listings
Instant calling and booking of new ad leads
A follow-up email after a canceled meeting — automatically
Stalled deals bring themselves back to life
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
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
Scoring and routing leads from form submissions
Instant email reply to leads from ads
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Capture and route leads from every channel
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Salesforce
A sales leaderboard with a personal word to the team — automatically
B2B prospect search and personal outreach — on autopilot
Score event RSVPs and route them to sales
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Automated cold outreach — with research on every lead
Sort email leads and file them into the CRM — by importance