Compass and Salesforce automations

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

135 scenarios

Push Salesforce leads into Compass audiences
New Salesforce tasks ping you in Compass
CRM contacts pushed into ad audiences
Ad leads delivered to your messenger
CRM changes announced in your messenger
Salesforce people feed your Compass audiences
New deals announced to your team
Contacts from Salesforce into Compass audiences
Completed Salesforce tasks — posted to Compass
New Salesforce contacts — into Compass audiences
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
Incident alerts — to everyone, everywhere at once
Unassigned support tickets — as a list in compass
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
Instant alerts for urgent events from your apps
Auto-cleanup of old files in cloud storage — with notifications
New deals routed automatically — to the team, table, and slides
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
Early churn-risk detection from Zendesk tickets
New bugs — straight to the right team
Which channel brings deals — a per-source breakdown in compass
Meeting notes turned into tasks and a summary
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Unpaid-invoice control: task and email — on their own
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Onboarding a hire from a form: chats, a task and access
A morning task plan from Salesforce to compass
Incoming messages routed to the right team
Customer-feedback triage with tickets — automatically
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Tickets prioritized by importance, tasks created for you
Pre-release readiness checks — on autopilot
An idea from your notes into a ready plan to approve
A morning briefing of today's tasks in your chat
Cold deals close themselves — and bring back feedback
Data-load failure monitoring with tasks and alerts
Stalled deals bring themselves back to life
Bug reports turned into proper tickets
Instant calling and booking of new ad leads
Site status alerts with a screenshot — to your messenger
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Smart lead routing to reps — instant, with no manual assignment
A support ticket digest — every morning
Contract renewal reminders: an email to the client, a task for the rep
Payment dispute alerts with automatic task creation
Daily scenario backups to a code store
Critical bugs from testing escalated straight to tickets and engineering chat
Post drafts from your meetings — automatically
Meeting attendance: a log, the late list and a summary in your chat
Capture and route leads from every channel
Release notes, a QA task and team alerts — straight from a version tag
Client renewal reminders — ahead of time
A daily access check: two-factor and stale keys
Stock sentiment from social media — into tasks and alerts
Error-log watch with automatic tickets
Jira epic health tracking with risk alerts
Collect client reviews and summarize them to chat automatically
Failed-login detection with tickets and alerts
A daily numbers summary — to chat and email
Re-engage stalled leads with a ready-made email
Release notes from closed tasks — into oneC and compass on their own
Ticket triage and escalation with response-time control
Twice-daily double backup of your scenarios
A daily launch digest — with a task for each notable one
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Onboarding task quality checks, automatic and scored
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Meeting prep that arrives on its own — contact, deals, company and talking points
A daily backup of your scenarios — to Salesforce
Website leads — enrichment, scoring and routing to CRM
Weekly documentation and backup of your scenarios
A summary of support tickets — topics and customer mood
Catch churning customers early: record updated, task created, team alerted
Tasks and a recap email after a meeting — from one yes
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Scenario backups to a repo via pull request
All support tickets in one live spreadsheet
Incident response — ticket, alert, and report in seconds