Scriptera
Agile CRM and Devino automations
Ready-made scenarios where Agile CRM and Devino work for you: pick one — a copy appears in your account and runs on its own.
Agile CRM
Devino67 scenarios
- New Agile CRM contacts — into Devino audiences
- Contacts from Agile CRM into Devino audiences
- A booked meeting — a CRM task and a reminder
- Website leads greeted — email, CRM, team alert
- A daily birthday reminder to your messenger
- Form leads straight into the CRM
- Route each new order into your CRM, invoices, and mailing list
- A weekly leads-and-deals report — to your messenger
- Lead scoring and routing: hot leads straight to sales
- Leads scored and routed to a rep — straight from the form
- A task and an alert on every deal move in your CRM
- Which channel brings deals — a per-source breakdown in devino
- Enriching leads with contacts — drop a sheet, get a filled CRM
- A prospect list with contacts — automatically
- Win back abandoned Shopify carts by email and in CRM
- A personalized sales proposal from a table row, ready and sent
- Inbound leads scored, with alerts and draft replies for the hot ones
- 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
- Open-house visitors into your CRM and into an email, right after the visit
- Deal-matched materials — sent automatically by CRM stage
- Smart auto-replies to routine emails
- Requests routed to the right team — sorted automatically
- High-value lead alerts — to chat, sheet and calendar
- Properties with owner contacts — daily to your CRM and email
- Client onboarding from a single form: folder, contact, channel, tasks
- Sales cycle analysis and recommendations — automatic
- Hiring spikes at your accounts — straight to team chat
- Contract renewal reminders: an email to the client, a task for the rep
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Cold outreach with personal emails and CRM logging
- Capture and route leads from every channel
- Morning briefs for your meetings — who and where from
- A brief on the counterpart's company before a call
- Enrich leads and get alerts on strong ones
- Automatic follow-ups on stalled deals
- A client deck built from a call recording — automatically
- Collect client reviews and summarize them to chat automatically
- Re-engage stalled leads with a ready-made email
- Score event RSVPs and route them to sales
- A brief on the person and their company before a call
- A sales leaderboard with a personal word to the team — automatically
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Website leads — enrichment, scoring and routing to CRM
- A competitor cheat sheet right in the Agile CRM deal card
- Meeting prep that arrives on its own — contact, deals, company and talking points
- CRM deals synced to a sheet, with a daily email summary
- Client onboarding after a won deal
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Invoices from email into accounting, with approval
- Tell customers their bug is fixed — the moment the issue closes
- Morning reminders of birthdays and name days
- Website leads straight into CRM deals, with a team alert
- Customer churn prediction from deals and tickets
- Incoming lead sorting and routing — automatically
- Lead gathering and drafted emails for approval, sending the approved
- Website enquiries: contact, ticket and reply with no manual entry
- Auto-booking demos for high-intent leads
- An end-of-day report — written by AI and sent for you
- Lead verification, enrichment and sorting — automatically
- Personal emails to new contacts — built from their own socials
- Meeting recording → tasks, a client email and an updated CRM record
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
