Scriptera
SourceCraft and Zoho CRM automations
Ready-made scenarios where SourceCraft and Zoho CRM work for you: pick one — a copy appears in your account and runs on its own.
7 scenarios
- A landing-page lead — into CRM, a task and chat at once
- All work accounts for a new hire from one form
- A task and an alert on every deal move in your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Contract renewal reminders: an email to the client, a task for the rep
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- An end-of-day report — written by AI and sent for you
