Devino and Microsoft SharePoint automations — Sales & Leads

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

108 scenarios

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
Cold emails from company profiles — automatically
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
A meaningful reply to every website lead — by email, within a minute
A project request — turned into a proposal and emailed to the client
Website inquiries: sheet, alert and one-click reply
A form submission becomes a full contact with a verified email
New deals routed automatically — to the team, table, and slides
Emails to found companies — from list to sent
Priority for big-budget leads — straight to the CRM and a team signal
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Application processing and agent assignment — on autopilot
Auto-qualifying inbound leads from a form
Lead capture with a multi-step form
Lead scoring and routing: hot leads straight to sales
A new lead: a CRM card and a welcome — instantly
Business leads from Google Maps with auto-emails
Personalized cold outreach on a schedule
Route leads by budget and source — automatically
A PDF pricing proposal from your sheet — sent to the client
Quote requests handled — from form to client reply
LinkedIn lead finding and personalized outreach
The follow-up after a meeting — written for you
Win back leads after missed calls
Instant replies to inbound leads, with lead scoring
Auto-handle lead replies from email — CRM task and sales alert
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
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
A form submission: scored, enriched with company data, answered personally
The right offer sent right after the enquiry — with a follow-up reminder
Personalised welcome emails right after payment
Client meeting prep: the gift, the place, and their preferences
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
Reply to new leads with a quick approval step
Scoring and routing inquiries — automatically
Posts with real deal potential — pinged to chat, filed in your knowledge base
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Early warnings on at-risk deals, delivered to the rep's chat
Lead qualification by robo-call — with a proposal for the good fits
A waitlist with email confirmation — in a sheet
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 card photo becomes a contact in your sheet
Capture and route leads from every channel
Client renewal reminders — ahead of time
Screening leads by criteria — with a reply to each
Finding businesses on the map and emailing them
Find clients and send first emails — from one form
Intake and routing of service requests with appointment booking
Lead scoring with automatic routing of qualified prospects
Lead scoring, an instant reply and a nudge to sales
A new lead summed up from their site — a card in Microsoft SharePoint and an alert to devino
Cold-email reply triage: hot leads notified instantly
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A business card photo — turned into a contact and a follow-up email
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
A tailored reply to every lead by topic, logged in a table
Personal post-webinar follow-ups, written from the recording itself
Sales call analysis that updates the CRM for you
Deal close-date forecasting from your own history, auto-updated in the CRM
Property enquiries: instant auto-reply and the right agent alerted
Welcome new clients and assign managers — right after the deal closes
CRM deals synced to a sheet, with a daily email summary
B2B leads and cold emails — sourcing and sending, automated
Social-network leads, scored and synced to your CRM
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Businesses from the map — scored, each with an outreach email ready
Automatic follow-ups for prospects who went quiet
Website lead scoring and an instant client reply
Finding customers on Reddit — on autopilot
Client onboarding from a single form: project, tasks, contract, channel
A four-email sequence — personalised for each recipient
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Client brief breakdowns, done for you with industry research
Leads from a sheet into your CRM, no duplicates
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Lead gathering and drafted emails for approval, sending the approved
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically