Autopilot and SendGrid automations

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

33 scenarios

Contacts from Autopilot into SendGrid audiences
New Autopilot 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
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Win back abandoned Shopify carts by email and in CRM
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
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Smart lead routing to reps — instant, with no manual assignment
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Re-engaging quiet clients — weekly, without manual tracking
Tell customers their bug is fixed — the moment the issue closes
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
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