Scriptera
Salesmate automations
Ready-made scenarios where Salesmate works for you: pick one — a copy appears in your account and runs on its own.
44 scenarios
- A booking in Calendly — a deal in Salesmate
- Landing page submission becomes a deal in Salesmate
- A company in your CRM — created automatically
- Site form leads become deals in Salesmate
- Leads from Facebook Lead Ads land directly in Salesmate
- A website form submission becomes a CRM deal
- A new meeting creates a new record in your CRM
- Typeform responses — deals in Salesmate
- Ad leads become CRM deals
- Leads from Google Ads become deals in Salesmate
- Enrich contacts and hand them to outreach
- A booked meeting — a CRM task and a reminder
- Your friends learn when you skip a workout
- Checking postal addresses in your client base
- CRM deals into a sheet — a pipeline snapshot
- Managing your workouts through an assistant
- Which channel brings deals — a per-source breakdown in Telegram
- CRM company and task from a form submission
- Your Strava history — in one sheet
- Enrich Agile CRM company records with official registry data
- Deal-matched materials — sent automatically by CRM stage
- Sales answers from Salesmate — with a plain question
- Leads from a post's likes and comments — straight to your CRM
- Sales cycle analysis and recommendations — automatic
- Hiring spikes at your accounts — straight to team chat
- Full company records in your CRM, from a domain list
- A hiring signal — into a ready sales lead automatically
- A brief on the counterpart's company before a call
- Morning briefs for your meetings — who and where from
- Enrich leads and get alerts on strong ones
- Collect client reviews and summarize them to chat automatically
- A client deck built from a call recording — automatically
- Automatic follow-ups on stalled deals
- A brief on the person and their company before a call
- A sales leaderboard with a personal word to the team — automatically
- A competitor cheat sheet right in the Salesmate deal card
- CRM deals synced to a sheet, with a daily email summary
- A satisfaction survey after every deal, with replies sorted
- Website leads straight into CRM deals, with a team alert
- Customer churn prediction from deals and tickets
- An end-of-day report — written by AI and sent for you
- A training progress report in your inbox
- Company lists loaded into your CRM: no duplicates, enriched, approved
- Full Salesmate CRM control for your AI assistant
