Agile CRM and SendPulse automations

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

47 scenarios

Website leads greeted — email, CRM, team alert
Contacts from sendPulse — into Agile CRM on their own
Two-way contact sync between two CRMs
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
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Contract renewal reminders: an email to the client, a task for the rep
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
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
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
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