Autopilot and Microsoft Teams automations — Sales & Leads

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

50 scenarios

New conversations in Microsoft Teams — Updating contacts in Autopilot
New lead in Autopilot becomes a task in Microsoft Teams
New Autopilot projects become tasks in Microsoft Teams
Autopilot submissions become tasks in Microsoft Teams
Updated contacts in Autopilot — Updating channels in Microsoft Teams
New messages in Microsoft Teams — Contacts in Autopilot
New messages in Microsoft Teams — Updating contacts in Autopilot
New conversations in Microsoft Teams — Contacts in Autopilot
New CRM deal, task in your task manager
Deal moves a stage in Autopilot — a task appears in Microsoft Teams
New channels in Microsoft Teams — Contacts in Autopilot
New members in Microsoft Teams — Updating contacts in Autopilot
New contacts in Autopilot — Updating channels in Microsoft Teams
New conversations in microsoftTeams — Contacts in Autopilot
New messages in Microsoft Teams — Updating contacts in Autopilot
New messages in Microsoft Teams — Contacts in Autopilot
New contacts in Autopilot — Deleting tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Autopilot
New contacts in Autopilot — Running apis in Microsoft Teams
New conversations in microsoftTeams — Updating contacts in Autopilot
New messages in Microsoft Teams — Contacts in Autopilot
New Autopilot contacts — into Microsoft Teams audiences
New members in Microsoft Teams — Contacts in Autopilot
Contacts from Autopilot into Microsoft Teams audiences
New contacts in Autopilot — Channels in Microsoft Teams
New members in Microsoft Teams — Contacts in Autopilot
Microsoft Teams members with email check via hunter into Autopilot
New CRM contacts — enrichment and alert
From Microsoft Teams through Autopilot — the answer back to Microsoft Teams
Validating new contacts for dead addresses
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
Capture and route leads from every channel
Client renewal reminders — ahead of time
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
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger