No AI required
Sales & CRM
Capture website leads directly into your CRM
Website form submissions create CRM leads and alert a salesperson in real time.
- 01Website form
- 02Create / update lead
- 03Assign owner
- 04Notify salesperson
Automation recipe · Sales & CRM
Automate customer onboarding tasks
A signed deal triggers welcome emails, accounts, folders, tasks and the first appointment.
Automate this process No AI required
Workflow
- 01Deal won
- 02Create records
- 03Send welcome pack
- 04Assign internal tasks
The problem
Every new customer needs the same set-up steps — accounts, folders, welcome information, internal tasks. Done by hand, steps get missed and the first impression suffers.
What the automation does
When a deal is won or a registration is completed, a checklist of onboarding actions runs automatically: records created, welcome pack sent, folders and accounts set up, and internal tasks assigned.
The benefit
A consistent, professional start for every customer and less admin for your team.
How it works
- 01
A trigger fires when a deal changes stage or a registration is completed.
- 02
Customer records are created in the systems that need them.
- 03
Welcome emails and documents are sent from templates.
- 04
Internal tasks are assigned with due dates; progress is visible to the team.
Often paired with
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Sales & CRM
Follow up on outstanding quotes
Polite, timely follow-ups on quotes that have not been accepted yet.
- 01Quote sent
- 02Wait N days
- 03Still open?
- 04Send follow-up
- 05Remind salesperson
AI-assisted
Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.