Scriptera
Crowd.dev and Salesforce automations
Ready-made scenarios where Crowd.dev and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
35 scenarios
- CRM contacts pushed into ad audiences
- New Salesforce leads land in crowd.dev
- New CRM deal, task in your task manager
- New Salesforce projects become tasks in crowd.dev
- Work tasks copy into your personal crowd.dev
- New lead in Salesforce becomes a task in crowd.dev
- Deal moves a stage in Salesforce — a task appears in crowd.dev
- Salesforce submissions become tasks in crowd.dev
- Leads from Salesforce land directly in crowd.dev
- Salesforce people feed your crowd.dev audiences
- New issues in Salesforce — tasks in crowd.dev
- Push Salesforce leads into crowd.dev audiences
- Tasks from one Salesforce — copied into the other Salesforce
- New Salesforce entries become crowd.dev subscribers
- Tasks from one Salesforce mirrored in the other
- New Salesforce contacts — into crowd.dev audiences
- Tasks from one Salesforce appear in the other
- Move tasks from one Salesforce to the one you actually use
- Contacts from Salesforce into crowd.dev audiences
- Tasks from one task manager, mirrored in the other
- Tasks sync into your other Salesforce
- Copy tasks from one Salesforce to another
- Personal tasks flow into the team Salesforce
- Customer tickets into team tasks
- Route each new order into your CRM, invoices, and mailing list
- A landing-page lead — into CRM, a task and chat at once
- All work accounts for a new hire from one form
- A task and an alert on every deal move in your CRM
- Fast-track VIP support tickets — instant task and alert
- Stuck tickets, followed up automatically
- Urgent tickets become tasks and an instant team alert
- Contract renewal reminders: an email to the client, a task for the rep
- A lead replies — the CRM card updates and a task lands on a rep
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Tasks from your meeting recording, straight into the tracker
