Scriptera
Kitemaker and Zoho CRM automations
Ready-made scenarios where Kitemaker and Zoho CRM work for you: pick one — a copy appears in your account and runs on its own.
51 scenarios
- New Zoho CRM land in Kitemaker by themselves
- Text from chat photos, straight into a sheet
- Data shaped to the table format — prepared automatically before writing
- Accounting customers — into a spreadsheet every month
- Multilingual product descriptions — from the photo
- A weekly store sales total in a sheet
- Accounting invoices — in a sheet on their own, in real time
- CRM deals into a sheet — a pipeline snapshot
- Lead scoring and routing: hot leads straight to sales
- Win back abandoned Shopify carts by email and in CRM
- Orders from a table into your store — with customer confirmation
- Contacts tagged by role and seniority — automatically
- A daily store sales snapshot — in your chat and in your sheet
- Weekly store sales analysis with AI
- Refunds from your inbox: parse the email, check the order, answer the customer
- New store orders into a sheet — with analysis
- Leads from a post's likes and comments — straight to your CRM
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Collect client reviews and summarize them to chat automatically
- Score event RSVPs and route them to sales
- Stockout forecasts and automatic supplier emails
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- A sales leaderboard with a personal word to the team — automatically
- Category sales versus the previous period — delivered to your messenger
- CRM deals synced to a sheet, with a daily email summary
- Invoice intake with reading, risk checks and approval
- Blog articles for your store's products — one for each
- Shipping quotes delivered right in the customer chat
- Blog articles from store products — a draft for each
- Your agency's real profit — in chat every day
- Campaign and deal analytics — in one table
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- Invoices from email into accounting, with approval
- Tell customers their bug is fixed — the moment the issue closes
- Incoming lead sorting and routing — automatically
- A satisfaction survey after every deal, with replies sorted
- Auto-booking demos for high-intent leads
- Lead verification, enrichment and sorting — automatically
- Personal emails to new contacts — built from their own socials
- Emailed invoices — into your books, automatically
- A form order: invoice and client confirmation — automatic
- Sort email leads and file them into the CRM — by importance
- 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
- Abandoned-cart recovery — email, SMS and a discount in sequence
- BANT call qualification and CRM handling — on autopilot
