ClickUp and Microsoft Teams automations — Sales & Leads

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

70 scenarios

New messages in Microsoft Teams — Updating records in ClickUp
Website leads to your messenger and a sheet
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
Collect and verify emails from Microsoft Teams into ClickUp
Client onboarding: folder, record and team alert, 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
A landing-page lead — into CRM, a task and chat at once
CRM event alerts across channels — with a log
Lead capture with a multi-step form
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Quote requests handled — from form to client reply
Win back leads after missed calls
Score inbound leads against your own ideal-client profile
Support & lead-capture chat assistant
Auto-handle lead replies from email — CRM task and sales alert
When a payment lands: receipt, CRM update and a team ping
A personal post-purchase message to your customer — automatic
Chat order-taking with you approving each payment
Mining leads from your inbox into a sheet
A form lead: analysed in a sheet, answered by email, flagged in your chat
Personalized video-pitch scripts for job posts
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Early warnings on at-risk deals, delivered to the rep's chat
A personal plan for every new lead — right after the request
Scoring and routing leads from form submissions
New client onboarding — folder, tasks, channel, and email in a minute
Posts with real deal potential — pinged to chat, filed in your knowledge base
Lead qualification by robo-call — with a proposal for the good fits
Client renewal reminders — ahead of time
Onboard a new client in one move
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Lead scoring, an instant reply and a nudge to sales
Intake and routing of service requests with appointment booking
Lead scoring with automatic routing of qualified prospects
Cold-email reply triage: hot leads notified instantly
A new lead summed up from their site — a card in ClickUp and an alert to Microsoft Teams
A business card photo — turned into a contact and a follow-up email
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Businesses from the map — scored, each with an outreach email ready
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Website lead scoring and an instant client reply
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Kick off a client project the moment they pay
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply