Freshworks CRM + Microsoft Teams scenarios — Sales & Leads

Ready-made scenarios where Freshworks CRM and Microsoft Teams work together: pick one — a copy appears in your account and runs on its own.

61 scenarios

New conversations in microsoftTeams — Updating deals in Freshworks CRM
New conversations in Microsoft Teams — Deals in Freshworks CRM
New channels in Microsoft Teams — Contacts in Freshworks CRM
New channels in Microsoft Teams — Deals in Freshworks CRM
New messages in Microsoft Teams — Updating contacts in Freshworks CRM
New messages in Microsoft Teams — Deals in Freshworks CRM
New messages in Microsoft Teams — Contacts in Freshworks CRM
New conversations in Microsoft Teams — Contacts in Freshworks CRM
New conversations in Microsoft Teams — Updating contacts in Freshworks CRM
New messages in Microsoft Teams — Updating deals in Freshworks CRM
Contacts from Freshworks CRM into Microsoft Teams audiences
New contacts in Freshworks CRM — Updating channels in Microsoft Teams
New conversations in microsoftTeams — Updating contacts in Freshworks CRM
New messages in Microsoft Teams — Contacts in Freshworks CRM
New messages in Microsoft Teams — Updating deals in Freshworks CRM
New deals in Freshworks CRM — Sending messages in Microsoft Teams
New members in Microsoft Teams — Contacts in Freshworks CRM
New messages in Microsoft Teams — Contacts in Freshworks CRM
New deals in Freshworks CRM — Channels in Microsoft Teams
New messages in Microsoft Teams — Updating contacts in Freshworks CRM
New members in Microsoft Teams — Contacts in Freshworks CRM
New tasks in Microsoft Teams — Deals in Freshworks CRM
New Freshworks CRM contacts — into Microsoft Teams audiences
New contacts in Freshworks CRM — Channels in Microsoft Teams
New contacts in Freshworks CRM — Running apis in Microsoft Teams
New members in Microsoft Teams — Updating contacts in Freshworks CRM
New messages in Microsoft Teams — Contacts in Freshworks CRM
New conversations in microsoftTeams — Contacts in Freshworks CRM
Microsoft Teams members with email check via hunter into Freshworks CRM
From Microsoft Teams through Freshworks CRM — the answer back to Microsoft Teams
New CRM contacts — enrichment and alert
A booked meeting — a CRM task and a reminder
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
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
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
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
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
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

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.