Brevo and Microsoft SharePoint automations — Sales & Leads

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

98 scenarios

New Brevo land in Microsoft SharePoint by themselves
Updated records in Microsoft SharePoint — Contacts in Brevo
New attendees in eventbrite — Records in Microsoft SharePoint — variant 2
New contacts in Autopilot — Records in Microsoft SharePoint
New subscribers in Mailchimp — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Contacts in Brevo
New form responses in JotForm — Contacts in Brevo
Updated records in Microsoft SharePoint — Updating contacts in Brevo
New webinar registrants in zoom — Contacts in Brevo — variant 2
New HubSpot contacts — enriched via hunter, saved to Brevo and Microsoft SharePoint
Found: customers in Get Course — Records in Microsoft SharePoint
Form submissions into a sheet and support
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Capture and score form leads — into a newsletter and sheet
New client onboarding — folder, email and team, automatically
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Lead scoring and routing: hot leads straight to sales
Orders from emails — into sheet rows automatically
Auto-qualifying inbound leads from a form
Instant replies to inbound leads, with lead scoring
Personalized cold outreach on a schedule
A PDF pricing proposal from your sheet — sent to the client
A new lead: a CRM card and a welcome — instantly
LinkedIn lead finding and personalized outreach
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
Business leads from Google Maps with auto-emails
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
Scoring and routing inbound leads — automatically
Personalised welcome emails right after payment
Contacts tagged by role and seniority — automatically
When a payment lands: receipt, CRM update and a team ping
The right offer sent right after the enquiry — with a follow-up reminder
A form submission: scored, enriched with company data, answered personally
A personal post-purchase message to your customer — automatic
Leads from a post's likes and comments — straight to your CRM
Reply to new leads with a quick approval step
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
A form lead: analysed in a sheet, answered by email, flagged in your chat
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing inquiries — automatically
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
Screening leads by criteria — with a reply to each
Client onboarding from an intake form — checklist, consultant and kickoff
Form leads triaged: priority email for hot ones, a gentle one for the rest
A waitlist with email confirmation — in a sheet
Capture and route leads from every channel
Finding businesses on the map and emailing them
Client renewal reminders — ahead of time
A card photo becomes a contact in your sheet
Find clients and send first emails — from one form
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Sales call analysis that updates the CRM for you
Score event RSVPs and route them to sales
Personal post-webinar follow-ups, written from the recording itself
A business card photo — turned into a contact and a follow-up email
A tailored reply to every lead by topic, logged in a table
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
Deal close-date forecasting from your own history, auto-updated in the CRM
B2B leads and cold emails — sourcing and sending, automated
Social-network leads, scored and synced to your CRM
Finding customers on Reddit — on autopilot
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Website lead scoring and an instant client reply
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Website enquiry triage: spam aside, customers get a personal reply
A four-email sequence — personalised for each recipient
Client onboarding from a single form: project, tasks, contract, channel
Client brief breakdowns, done for you with industry research
Lead gathering and drafted emails for approval, sending the approved
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sales proposals tailored to each client — on their own
Cold outreach with email checks and anti-spam pacing
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply
An AI assistant over your CRM in any messenger