Gmail and Microsoft Teams automations — Sales & Leads

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

85 scenarios

Website requests — straight to your messenger, a confirmation to the client
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
An instant reply to every new lead from your sheet
Pitch an upgrade at the exact moment a customer outgrows their plan
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
A follow-up email after a canceled meeting — automatically
Mining leads from your inbox into a sheet
Instant calling and booking of new ad leads
Instant replies to leads — day and night
Stalled deals bring themselves back to life
A form lead: analysed in a sheet, answered by email, flagged in your chat
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
Lead scoring and an instant reply to the customer
Lead qualification by robo-call — with a proposal for the good fits
Smart lead routing to reps — instant, with no manual assignment
A personal plan for every new lead — right after the request
New client onboarding — folder, tasks, channel, and email in a minute
Win back past event attendees with emails written for each of them
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Onboard a new client in one move
Client renewal reminders — ahead of time
Cold-email reply triage: hot leads notified instantly
Lead scoring, an instant reply and a nudge to sales
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Turn website chat into qualified leads in your CRM
B2B prospect search and personal outreach — on autopilot
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Property enquiries: instant auto-reply and the right agent alerted
Meeting prep that arrives on its own — contact, deals, company and talking points
B2B leads and cold emails — sourcing and sending, automated
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Client onboarding after a won deal
Classify and route every cold email reply
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
A chat that captures the lead and books the demo
Attendee briefings before every meeting
Personal touches across all channels — email, LinkedIn, messenger
Website leads straight into CRM deals, with a team alert
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Lead qualification and client document collection — automated
Manage your pipedrive CRM from a messenger via an AI assistant
Sort email leads and file them into the CRM — by importance
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Personalized lead emails with chat approval
Chat-controlled email outreach — with open tracking
A brief for every external meeting — in the morning, before your day starts
Sales quotes from a pricing request — automatically
A three-email sequence that stops the moment they reply
Cold outreach with follow-ups and reply tracking
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply
Leads from a form and a messenger in one base, shared among agents
An AI assistant over your CRM in any messenger
Personalized outreach with site research — from lead to send
Meeting prep — a briefing on each attendee, sent ahead of time