Scriptera
Twake and Zoho CRM automations — Sales & Leads
Ready-made scenarios where Twake and Zoho CRM work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
37 scenarios
- New messages in Twake — Processing leads in zohoCrm
- Contacts from Zoho CRM into Twake audiences
- New Zoho CRM contacts — into Twake audiences
- New messages in Twake — Updating contacts in Zoho CRM
- New deals in Zoho CRM — Sending messages in Twake
- New messages in Twake — Contacts in Zoho CRM
- New messages in Twake — Leads in Zoho CRM
- New messages in Twake — Updating deals in Zoho CRM
- New contacts in Zoho CRM — Running apis in Twake
- Profile links from Twake — as new contacts in Zoho CRM
- A booked meeting — a CRM task and a reminder
- From Twake through Zoho CRM — the answer back to Twake
- New CRM contacts — enrichment and alert
- A landing-page lead — into CRM, a task and chat at once
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- Sales cycle analysis and recommendations — automatic
- Client onboarding from a single form: folder, contact, channel, tasks
- Compare each proposal against your winners and find the gaps
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Re-engage stalled leads with a ready-made email
- Automatic follow-ups on stalled deals
- A sales leaderboard with a personal word to the team — automatically
- Turn website chat into qualified leads in your CRM
- Score event RSVPs and route them to sales
- Website leads — enrichment, scoring and routing to CRM
- Client onboarding after a won deal
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- A chat that captures the lead and books the demo
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
- Sort email leads and file them into the CRM — by importance
