Freshdesk and OkoCrm automations

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

42 scenarios

Unassigned support tickets — as a list in okoCrm
Data shaped to the table format — prepared automatically before writing
A daily birthday reminder to your messenger
Chat messages — into support tickets
Customer emails become support tickets with a spreadsheet log
Lead scoring and routing: hot leads straight to sales
Early churn-risk detection from Freshdesk tickets
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
Support emails become tickets with a priority attached
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
A support ticket digest — every morning
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with auto follow-ups and CRM tracking
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Shipping quotes delivered right in the customer chat
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
A summary of support tickets — topics and customer mood
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
SLA monitoring that warns before a ticket breaches
Payment issue handling: a reply to the customer, an escalation to the team
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
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
AI marketing outreach with reply handling — on autopilot