Scriptera
Agile CRM and SendGrid automations
Ready-made scenarios where Agile CRM and SendGrid work for you: pick one — a copy appears in your account and runs on its own.
Agile CRM
SendGrid47 scenarios
- Contacts from Agile CRM into SendGrid audiences
- New Agile CRM contacts — into SendGrid audiences
- Website leads greeted — email, CRM, team alert
- Form leads straight into the CRM
- Route each new order into your CRM, invoices, and mailing list
- Leads scored and routed to a rep — straight from the form
- Enriching leads with contacts — drop a sheet, get a filled CRM
- Lead scoring and routing: hot leads straight to sales
- A prospect list with contacts — automatically
- Inbound leads scored, with alerts and draft replies for the hot ones
- A personalized sales proposal from a table row, ready and sent
- Win back abandoned Shopify carts by email and in CRM
- 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
- Smart auto-replies to routine emails
- Open-house visitors into your CRM and into an email, right after the visit
- Deal-matched materials — sent automatically by CRM stage
- Requests routed to the right team — sorted automatically
- Client onboarding from a single form: folder, contact, channel, tasks
- Properties with owner contacts — daily to your CRM and email
- Contract renewal reminders: an email to the client, a task for the rep
- Cold outreach with personal emails and CRM logging
- Client renewal reminders — ahead of time
- A brief on the counterpart's company before a call
- Morning briefs for your meetings — who and where from
- Re-engage stalled leads with a ready-made email
- Automatic follow-ups on stalled deals
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- A brief on the person and their company before a call
- A competitor cheat sheet right in the Agile CRM deal card
- CRM deals synced to a sheet, with a daily email summary
- Meeting prep that arrives on its own — contact, deals, company and talking points
- Client onboarding after a won deal
- Re-engaging quiet clients — weekly, without manual tracking
- Tell customers their bug is fixed — the moment the issue closes
- Website leads straight into CRM deals, with a team alert
- Lead gathering and drafted emails for approval, sending the approved
- Customer churn prediction from deals and tickets
- 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
