Action Network and Microsoft Teams automations — Sales & Leads

Ready-made scenarios where Action Network and Microsoft Teams work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

54 scenarios

New channels in Microsoft Teams — Contacts in Action Network
New conversations in Microsoft Teams — Updating contacts in Action Network
New messages in Microsoft Teams — Updating contacts in Action Network
New conversations in Microsoft Teams — Contacts in Action Network
New messages in Microsoft Teams — Contacts in Action Network
New conversations in microsoftTeams — Updating contacts in Action Network
New messages in Microsoft Teams — Contacts in Action Network
New messages in Microsoft Teams — Contacts in Action Network
New messages in Microsoft Teams — Updating contacts in Action Network
New contacts in Action Network — Channels in Microsoft Teams
Contacts from Action Network into Microsoft Teams audiences
New conversations in microsoftTeams — Contacts in Action Network
New members in Microsoft Teams — Contacts in Action Network
New contacts in Action Network — Running apis in Microsoft Teams
New members in Microsoft Teams — Updating contacts in Action Network
New messages in Microsoft Teams — Contacts in Action Network
New contacts in Action Network — Deleting tasks in Microsoft Teams
New Action Network contacts — into Microsoft Teams audiences
New members in Microsoft Teams — Contacts in Action Network
New contacts in Action Network — Updating channels in Microsoft Teams
Microsoft Teams members with email check via hunter into Action Network
From Microsoft Teams through Action Network — the answer back to Microsoft Teams
New CRM contacts — enrichment and alert
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Client renewal reminders — ahead of time
Client onboarding from an intake form — checklist, consultant and kickoff
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Intake and routing of service requests with appointment booking
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Leads: a personal reply, a nudge and a booked call
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Attendee briefings before every meeting
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
A pre-meeting brief: past agreements and what changed, sent to every attendee
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
A brief for every external meeting — in the morning, before your day starts
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger
Meeting prep — a briefing on each attendee, sent ahead of time
A sales assistant across every messenger