Google Drive and Microsoft Teams automations — Sales & Leads

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

20 scenarios

New Google Drive deal — instant Microsoft Teams alert
CRM changes announced in your messenger
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
Compare each proposal against your winners and find the gaps
Client onboarding from a single form: folder, contact, channel, tasks
New client onboarding — folder, tasks, channel, and email in a minute
Onboard a new client in one move
Sales call breakdown: transcript, lead status, task
Client onboarding after a won deal
Client onboarding from a single form: project, tasks, contract, channel
A personal opening line for every lead on your list
A personal opening line for every contact
A sales agent in chat: finds the product, answers questions, sends the payment link
Lead qualification and client document collection — automated
Kick off a client project the moment they pay
Agency client onboarding — folders, brief, and welcome email from one form
Client onboarding from documents — the record fills itself in
An AI assistant over your CRM in any messenger
A sales assistant across every messenger