Affinity and Microsoft Teams automations — Sales & Leads

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

109 scenarios

New deals in Affinity — Sending messages in Microsoft Teams
New deals in Affinity — Tasks in Microsoft Teams
New lead in Affinity becomes a task in Microsoft Teams
Updated deals in Affinity — Running apis in Microsoft Teams
New messages in Microsoft Teams — Updating contacts in Affinity
Updated deals in Affinity — Messages in Microsoft Teams
New conversations in Microsoft Teams — Contacts in Affinity
New CRM deal, task in your task manager
Affinity submissions become tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Affinity
Updated contacts in Affinity — Updating channels in Microsoft Teams
New deals in Affinity — Messages in Microsoft Teams
New Affinity projects become tasks in Microsoft Teams
New conversations in Microsoft Teams — Updating contacts in Affinity
CRM changes announced in your messenger
New channels in Microsoft Teams — Contacts in Affinity
Deal moves a stage in Affinity — a task appears in Microsoft Teams
New deals in Affinity — Running apis in Microsoft Teams
New Affinity deal — instant Microsoft Teams alert
New deals in Affinity — Channels in Microsoft Teams
Deleted deals in affinity — Sending messages in Microsoft Teams
New contacts in Affinity — Running apis in Microsoft Teams
New messages in Microsoft Teams — Contacts in Affinity
Contacts from Affinity into Microsoft Teams audiences
New conversations in microsoftTeams — Updating contacts in Affinity
New messages in Microsoft Teams — Contacts in Affinity
New members in Microsoft Teams — Contacts in Affinity
New contacts in Affinity — Channels in Microsoft Teams
New contacts in Affinity — Deleting tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Affinity
New members in Microsoft Teams — Contacts in Affinity
New Affinity contacts — into Microsoft Teams audiences
New messages in Microsoft Teams — Updating contacts in Affinity
New deals in Affinity — Sending messages in Microsoft Teams
New conversations in microsoftTeams — Contacts in Affinity
New contacts in Affinity — Updating channels in Microsoft Teams
New members in Microsoft Teams — Updating contacts in Affinity
Microsoft Teams members with email check via hunter into Affinity
From Microsoft Teams through Affinity — the answer back to Microsoft Teams
New CRM contacts — enrichment and alert
Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Validating new contacts for dead addresses
Collect and verify emails from Microsoft Teams into Affinity
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
Win back leads after missed calls
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
Support & lead-capture chat assistant
New-lead handling: CRM entry, team alert and reminder
Stalled leads: a morning nudge to the rep with the next step written out
When a payment lands: receipt, CRM update and a team ping
Chat order-taking with you approving each payment
Instant replies to leads — day and night
Client meeting prep: the gift, the place, and their preferences
A personal post-purchase message to your customer — automatic
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
Personalized video-pitch scripts for job posts
Hiring spikes at your accounts — straight to team chat
A lead replies — the CRM card updates and a task lands on a rep
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Onboard a new client in one move
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
Cold-email reply triage: hot leads notified instantly
Lead scoring with automatic routing of qualified prospects
A new lead summed up from their site — a card in Affinity and an alert to Microsoft Teams
Lead scoring, an instant reply and a nudge to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A business card photo — turned into a contact and a follow-up email
Score event RSVPs and route them to sales
Sales call breakdown: transcript, lead status, task
Website leads — enrichment, scoring and routing to CRM
Ready-to-buy clients from social — on request
Classify and route every cold email reply
Website lead scoring and an instant client reply
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Automatic lead scoring with instant sales alerts
Website enquiry triage: spam aside, customers get a personal reply
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve