AmoCRM and Microsoft Teams automations — Sales & Leads

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

29 scenarios

A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
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
Compare each proposal against your winners and find the gaps
A lead replies — the CRM card updates and a task lands on a rep
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
Adding and enriching CRM leads without duplicates
A client quote right from your chat — describe the order in words