Agile CRM and Monday.com automations

Ready-made scenarios where Agile CRM and Monday.com work for you: pick one — a copy appears in your account and runs on its own.

37 scenarios

New Agile CRM contacts — into Monday.com audiences
New Agile CRM land in Monday.com by themselves
Contacts from Agile CRM into Monday.com audiences
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
Win back abandoned Shopify carts by email and in CRM
CRM company and task from a form submission
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
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
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
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
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