OkoCrm + Salesforce scenarios

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

137 scenarios

A new contact — instantly a card on your task board
Move tasks from Salesforce to okoCrm
Unassigned support tickets — as a list in okoCrm
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
Data shaped to the table format — prepared automatically before writing
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
High-priority tickets alert every channel at once
Chat messages — into support tickets
Instant alerts for urgent events from your apps
Customer emails become support tickets with a spreadsheet log
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
CRM deals into a sheet — a pipeline snapshot
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Automatic bug triage: priority, ticket, team alert
Which channel brings deals — a per-source breakdown in okoCrm
Early churn-risk detection from Salesforce tickets
Lead scoring and routing: hot leads straight to sales
Onboarding a hire from a form: chats, a task and access
Win back abandoned Shopify carts by email and in CRM
A morning task plan from Salesforce to okoCrm
Form feedback turned into tasks across your trackers
Inbound leads scored, with alerts and draft replies for the hot ones
Track construction progress from site photos
Support emails become tickets with a priority attached
Customer-feedback triage with tickets — automatically
Fast-track VIP support tickets — instant task and alert
Monitoring your sites' certificate expiry
New-lead handling: CRM entry, team alert and reminder
Incoming messages routed to the right team
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
An idea from your notes into a ready plan to approve
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Stalled deals bring themselves back to life
Feedback sorted by sentiment — and every complaint becomes a ticket
Site status alerts with a screenshot — to your messenger
Bug reports turned into proper tickets
Resumes from a folder into a candidate card and a hiring task
Instant calling and booking of new ad leads
High-value lead alerts — to chat, sheet and calendar
A daily database backup in a safe store
Customer escalations found automatically and routed to the team
Compare each proposal against your winners and find the gaps
Topic legislation tracker with tasks
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Urgent tickets become tasks and an instant team alert
Team-capacity tracking with over-allocation alerts
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
A support ticket digest — every morning
Contract renewal reminders: an email to the client, a task for the rep
A daily access check: two-factor and stale keys
Client renewal reminders — ahead of time
Stock sentiment from social media — into tasks and alerts
Critical bugs from testing escalated straight to tickets and engineering chat
Meeting attendance: a log, the late list and a summary in your chat
Release notes, a QA task and team alerts — straight from a version tag
Post drafts from your meetings — automatically
Capture and route leads from every channel
Error-log watch with automatic tickets
Cold outreach with auto follow-ups and CRM tracking
Failed-login detection with tickets and alerts
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
A daily numbers summary — to chat and email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Score event RSVPs and route them to sales
Personal post-webinar follow-ups, written from the recording itself
Reports from diagnosis emails — as PDF, straight to the recipients
Onboarding task quality checks, automatic and scored
A sales leaderboard with a personal word to the team — automatically
Deal close-date forecasting from your own history, auto-updated in the CRM
A daily backup of your scenarios — to Salesforce
Weekly documentation and backup of your scenarios
Shipping quotes delivered right in the customer chat
Website leads — enrichment, scoring and routing to CRM
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Catch churning customers early: record updated, task created, team alerted
A summary of support tickets — topics and customer mood
Turn security-scanner findings into tasks — no duplicates
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.