OkoCrm and Zoho CRM automations

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

72 scenarios

Text from chat photos, straight into a sheet
A booked meeting — a CRM task and a reminder
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
A daily birthday reminder to your messenger
Multilingual product descriptions — from the photo
A weekly store sales total in a sheet
New invoice alerts — straight into your team chat
Low-stock alerts — in advance
Accounting invoices — in a sheet on their own, in real time
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
Which channel brings deals — a per-source breakdown in okoCrm
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
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
New store orders into a sheet — with analysis
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
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Scoring and routing leads from form submissions
Low-stock warnings based on real sales velocity
Client renewal reminders — ahead of time
Capture and route leads from every channel
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Cold outreach with auto follow-ups and CRM tracking
Invoice to the customer right after the order, issued and sent automatically
Collect client reviews and summarize them to chat automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Design → a ready store product — with mockups and promo
Category sales versus the previous period — delivered to your messenger
Stockout forecasts and automatic supplier emails
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
Blog articles for your store's products — one for each
Website leads — enrichment, scoring and routing to CRM
CRM deals synced to a sheet, with a daily email summary
Blog articles from store products — a draft for each
Invoice intake with reading, risk checks and approval
Your agency's real profit — in chat every day
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
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
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
An end-of-day report — written by AI and sent for you
Emailed invoices — into your books, automatically
A form order: invoice and client confirmation — automatic
Product listings from photos — automatically
Meeting recording → tasks, a client email and an updated CRM record
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
BANT call qualification and CRM handling — on autopilot