Devino and Freshworks CRM automations

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

141 scenarios

Completed Freshworks CRM tasks — posted to Devino
Contacts from Freshworks CRM into Devino audiences
New Freshworks CRM contacts — into Devino audiences
A booked meeting — a CRM task and a reminder
Website leads greeted — email, CRM, team alert
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
Form leads straight into the CRM
A daily birthday reminder to your messenger
A form request into a tracker issue
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
A daily overdue-tasks report in your inbox
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
A landing-page lead — into CRM, a task and chat at once
Candidate shortlisting, emails and screening tasks
Automatic bug triage: priority, ticket, team alert
Enriching leads with contacts — drop a sheet, get a filled CRM
Which channel brings deals — a per-source breakdown in devino
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Onboarding a hire from a form: chats, a task and access
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
A prospect list with contacts — automatically
A morning task plan from Freshworks CRM to devino
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Requests from Notion — into Freshworks CRM tasks with a team notice
Customer-feedback triage with tickets — automatically
Meeting notes — into tasks, participant emails and a summary
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
An idea from your notes into a ready plan to approve
Cold deals close themselves — and bring back feedback
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
Instant reply to a property inquiry with matched listings
Time-based invoices and missing-hours reminders in one run
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Bug reports turned into proper tickets
Deal-matched materials — sent automatically by CRM stage
A daily sprint and time-tracking report, by email
Release notes — ready the moment a version ships
Site status alerts with a screenshot — to your messenger
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Interview bookings — call, task and emails assembled automatically
Team-capacity tracking with over-allocation alerts
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
Urgent tickets become tasks and an instant team alert
Upsell signals from support tickets
Payment dispute alerts with automatic task creation
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with Freshworks CRM
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
Stock sentiment from social media — into tasks and alerts
A daily numbers summary — to chat and email
Ticket triage and escalation with response-time control
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Jira epic health tracking with risk alerts
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
Error-log watch with automatic tickets
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
B2B prospect search and personal outreach — on autopilot
Cross-tool task dependencies, reconciled every night
Score event RSVPs and route them to sales
CRM deals synced to a sheet, with a daily email summary
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
A competitor cheat sheet right in the Freshworks CRM deal card
Client onboarding after a won deal