Twake automations — Sales & Leads

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

164 scenarios

Closed deals are announced in Twake
Push Salesforce leads into Twake audiences
Form submissions arrive in your Twake
Ad leads delivered to your messenger
Webflow submissions land straight in Twake
Webflow submissions posted to your Twake channel
JotForm submissions posted into Twake
A form response pings you in Twake
Form responses delivered to your messenger
CRM changes announced in your messenger
A JotForm submission pings you in Twake
Typeform answers posted to a Twake channel
Form submissions delivered to your messenger
Lead alerts delivered to Twake
Contacts from Amo Crm into Twake audiences
New Amo Crm contacts — into Twake audiences
Website leads land in your list and in the team chat
Website check for new HubSpot companies
Website leads to your messenger and a sheet
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
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
Validating new contacts for dead addresses
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
A paid invoice moves the deal in your CRM
A messenger ping for every big new lead
Auto-enrich new CRM companies with a brief
Lead response-time monitoring with alerts
A form submission becomes a full contact with a verified email
Notifications of outreach replies — straight to Twake
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
Sort leads by intent with a WhatsApp reply
A landing-page lead — into CRM, a task and chat at once
Copying line items into a new deal and notifying the team
Filtering strong leads from your form — an alert in your work chat
CRM event alerts across channels — with a log
Score contact-form leads and alert the sales chat
Every lead: reply, CRM and nurture, instantly
A Twake alert only for strong leads from your form
Find work emails across your contact list
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Sort outreach replies with actions in hubspot
Bulk contact enrichment in your database
Lead capture with a multi-step form
Pitch an upgrade at the exact moment a customer outgrows their plan
The follow-up after a meeting — written for you
Quote requests handled — from form to client reply
Personal LinkedIn outreach from a spreadsheet
Win back leads after missed calls
An instant reply to every new lead from your sheet
Form submissions: triaged, answered and pushed to your team
Inbound leads scored, with alerts and draft replies for the hot ones
Stalled leads: a morning nudge to the rep with the next step written out
Score inbound leads against your own ideal-client profile
A weekly sales summary — straight into your team chat
Auto-handle lead replies from email — CRM task and sales alert
Leads from social engagement — into a sheet
New-lead handling: CRM entry, team alert and reminder
Lead scoring right during the conversation — with alerts to chat
Form leads into the CRM: no duplicates, with a score and an alert
Support & lead-capture chat assistant
CRM contact lookup right inside your team chat
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
Company data by registration number — into таблица
Stalled deals bring themselves back to life
A personal post-purchase message to your customer — automatic
Client meeting prep: the gift, the place, and their preferences
Instant calling and booking of new ad leads
Instant replies to leads — day and night
Matching properties to a client in budget — right on the request
Mining leads from your inbox into a sheet
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Lead scoring and an instant reply to the customer
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Real-estate lead scoring — on autopilot
A form lead: analysed in a sheet, answered by email, flagged in your chat
Weekly cold outreach report, delivered to chat as a document
Compare each proposal against your winners and find the gaps
AI reply sorting for outreach with auto-response
Lead qualification by robo-call — with a proposal for the good fits
Early warnings on at-risk deals, delivered to the rep's chat
A personal plan for every new lead — right after the request
Smart lead routing to reps — instant, with no manual assignment
Scoring and routing leads from form submissions
Personal cold-email openers from a spreadsheet
A hiring signal — into a ready sales lead automatically
Collect online-store contacts, delivered to your team chat
Hiring spikes at your accounts — straight to team chat
Posts with real deal potential — pinged to chat, filed in your knowledge base
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time