Express and Pipedrive automations — Sales & Leads

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

59 scenarios

Updated deals in Pipedrive — Running apis in Express
Stage change: deals in pipedrive — Running apis in Express
New deals in Pipedrive — Messages in Express
Updated deals in Pipedrive — Messages in Express
New deals in Pipedrive — Running apis in Express
Stage change: deals in pipedrive — Messages in Express
New deals in Pipedrive — Sending messages in Express
Found: deals in Pipedrive — Running apis in Express
New deals in Pipedrive — Sending messages in Express
New contacts in Pipedrive — Running apis in Express
New messages in Express — Contacts in Pipedrive
New messages in Express — Finding contacts in Pipedrive
New files in Express — Finding contacts in Pipedrive
New deals in Pipedrive — Sending messages in Express
Contacts from Pipedrive into Express audiences
New messages in Express — Updating contacts in Pipedrive
New messages in Express — Leads in Pipedrive
New Pipedrive contacts — into Express audiences
New messages in Express — Contacts in Pipedrive
New messages in Express — Updating deals in Pipedrive
New contacts in pipedrive — Notes in pipedrive — variant 3
New files in Express — Leads in Pipedrive
Found: registrants in goToWebinar — Sending messages in Express
Profile links from Express — as new contacts in Pipedrive
From Express through Pipedrive — the answer back to Express
New CRM contacts — enrichment and alert
A booked meeting — a CRM task and a reminder
Auto-enrich new CRM companies with a brief
A paid invoice moves the deal in your CRM
Lead scoring and routing: hot leads straight to sales
The follow-up after a meeting — written for you
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Form leads into the CRM: no duplicates, with a score and an alert
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Compare each proposal against your winners and find the gaps
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance