Scriptera
Agile CRM and Microsoft SharePoint automations
Ready-made scenarios where Agile CRM and Microsoft SharePoint work for you: pick one — a copy appears in your account and runs on its own.
Agile CRM
Microsoft SharePoint36 scenarios
- New Agile CRM land in Microsoft SharePoint by themselves
- Data shaped to the table format — prepared automatically before writing
- CRM deals into a sheet — a pipeline snapshot
- Lead scoring and routing: hot leads straight to sales
- CRM company and task from a form submission
- Win back abandoned Shopify carts by email and in CRM
- Contacts tagged by role and seniority — automatically
- Leads from a post's likes and comments — straight to your CRM
- High-value lead alerts — to chat, sheet and calendar
- Client onboarding from a single form: folder, contact, channel, tasks
- Scoring and routing leads from form submissions
- Capture and route leads from every channel
- Client renewal reminders — ahead of time
- Collect client reviews and summarize them to chat automatically
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- A sales leaderboard with a personal word to the team — automatically
- Score event RSVPs and route them to sales
- CRM deals synced to a sheet, with a daily email summary
- Shipping quotes delivered right in the customer chat
- Campaign and deal analytics — in one table
- 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
- Lead gathering and drafted emails for approval, sending the approved
- A satisfaction survey after every deal, with replies sorted
- Incoming lead sorting and routing — automatically
- 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
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
- An AI assistant over your CRM in any messenger
- BANT call qualification and CRM handling — on autopilot
