Agile CRM and МойСклад automations

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

41 scenarios

Contacts from Agile CRM into Moysklad audiences
New Agile CRM contacts — into Moysklad audiences
New Agile CRM land in Moysklad 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
A task and an alert on every deal move in your CRM
CRM company and task from a form submission
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
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
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
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
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
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
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
A satisfaction survey after every deal, with replies sorted
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Warm B2B leads with a personal video for each
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
BANT call qualification and CRM handling — on autopilot