Re-engaging quiet clients — weekly, without manual tracking

Once a week the scenario finds clients in amoCrm with no contact for 14+ days, sends them an email from Gmail, logs them in Stackby and notifies the manager in okoCrm.

  • Quiet clients are found automatically, every week
  • A reminder email goes out without your involvement
  • The manager sees the list of who was reached back out to
  • No client leaves silently, forgotten

How it works

To get amoCrm notifications in Gmail, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Trigger: Weekly Scheduler
  2. Then: Fetch HighLevel Contacts
  3. Then: Filter Inactive Contacts (14+ days)
  4. Then: Split Clients Array
  5. Check: IF: Needs Attention
  6. If yes: Send Re-engagement Email
  7. If yes: Log Inactive Client in Google Sheets
  8. Then: Format Slack Message
  9. Then: Send Slack Notification to Account Manager
  10. Starts when: Error Trigger
  11. Then: Send Error Alert to Slack

You can launch this amoCrm + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.