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
Follow up on outstanding quotes
Polite, timely follow-ups on quotes that have not been accepted yet.
Automate this process No AI required
Workflow
- 01Quote sent
- 02Wait N days
- 03Still open?
- 04Send follow-up
- 05Remind salesperson
The problem
Quotes go out, then nothing happens. Following up depends on someone remembering — and good opportunities quietly expire.
What the automation does
Open quotes are checked on a schedule. Customers receive friendly follow-ups at the intervals you choose, salespeople get a reminder for high-value quotes, and expiring quotes are flagged.
The benefit
More quotes converted into work, without adding to anyone’s to-do list.
How it works
- 01
Quotes are read from your quoting, accounting or CRM system.
- 02
A schedule checks which quotes are still open and how old they are.
- 03
Templated follow-ups go to customers; larger quotes prompt a personal call instead.
- 04
Accepted or declined quotes drop out of the sequence automatically.
Often paired with
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A signed deal triggers welcome emails, accounts, folders, tasks and the first appointment.
- 01Deal won
- 02Create records
- 03Send welcome pack
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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?
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