Devino and Zoho CRM automations

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

101 scenarios

New Zoho CRM contacts — into Devino audiences
Contacts from Zoho CRM into Devino audiences
Website leads greeted — email, CRM, team alert
A booked meeting — a CRM task and a reminder
An instant personal reply to every new lead
Form leads straight into the CRM
A daily birthday reminder to your messenger
A weekly store sales total in a sheet
Route each new order into your CRM, invoices, and mailing list
Low-stock alerts — in advance
Scheduled invoice payment reminders for customers
New invoice alerts — straight into your team chat
Automatic payment reminders for Zoho CRM invoices
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in devino
A task and an alert on every deal move in your CRM
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Win back abandoned Shopify carts by email and in CRM
Invoices from an order form — issued and sent automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Orders from a table into your store — with customer confirmation
Cold deals close themselves — and bring back feedback
A daily store sales snapshot — in your chat and in your sheet
Lead verification and CRM sync — straight from a JotForm form
Weekly store sales analysis with AI
Recover abandoned carts with a coupon email
Instant reply to a property inquiry with matched listings
Open-house visitors into your CRM and into an email, right after the visit
The customer's order right inside the support ticket — no manual lookup
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Site status alerts with a screenshot — to your messenger
Import products into your store from a sheet with SEO copy
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Requests routed to the right team — sorted automatically
Invoices and payments on autopilot — from issue to paid
Properties with owner contacts — daily to your CRM and email
Upsell signals from support tickets
Contract renewal reminders: an email to the client, a task for the rep
Low-stock warnings based on real sales velocity
Scoring and routing leads from form submissions
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Client renewal reminders — ahead of time
Welcome emails for new customers with tracking
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
CRM data quality audit, delivered to your inbox
Invoice to the customer right after the order, issued and sent automatically
A client deck built from a call recording — automatically
Automatic lead qualification in Zoho CRM
Re-engage stalled leads with a ready-made email
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Category sales versus the previous period — delivered to your messenger
Design → a ready store product — with mockups and promo
Stockout forecasts and automatic supplier emails
Score event RSVPs and route them to sales
Blog articles from store products — a draft for each
Review sentiment analysis and an AI report to your inbox
A competitor cheat sheet right in the Zoho CRM deal card
Invoice intake with reading, risk checks and approval
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Automatic meeting booking for new clients
Low-stock monitoring for your store, with priority alerts
Your agency's real profit — in chat every day
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Invoice and customer email, right after the request
Incoming lead sorting and routing — automatically
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Consolidating revenue from every till and prepping filings
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Sort email leads and file them into the CRM — by importance
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer