Scriptera
Agile CRM and Salesforce automations
Ready-made scenarios where Agile CRM and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
Agile CRM
Salesforce22 scenarios
- Salesforce customers land in your address book
- Documents from storage sent to accounting
- Ad leads become CRM deals
- Salesforce leads — contacts in Agile CRM
- New Salesforce contacts show up in Agile CRM
- Contacts synced into accounting
- New Agile CRM contacts — into Salesforce audiences
- Agile CRM entries — into Salesforce
- Copy Agile CRM entries into Salesforce
- Address-book contacts become leads in your Salesforce
- Contacts from Agile CRM into Salesforce audiences
- Contacts from Salesforce — into Agile CRM on their own
- Two-way contact sync between two CRMs
- A task and an alert on every deal move in your CRM
- New subscribers scored and enriched — straight into your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Contract renewal reminders: an email to the client, a task for the rep
- Capture and route leads from every channel
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- An end-of-day report — written by AI and sent for you
- Feedback triage and customer replies — automatically
- A personal assistant in your messenger: email, calendar, tasks, expenses
