Google Sheets and Microsoft Teams automations — Sales & Leads

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

84 scenarios

New messages in Microsoft Teams — Updating records in Google Sheets
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
Collect and verify emails from Microsoft Teams into Google Sheets
New client onboarding — folder, email and team, automatically
Lead response-time monitoring with alerts
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
Find work emails across your contact list
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Lead capture with a multi-step form
Personal LinkedIn outreach from a spreadsheet
An instant reply to every new lead from your sheet
Win back leads after missed calls
Leads from social engagement — into a sheet
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Support & lead-capture chat assistant
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Company data by registration number — into таблица
A personal post-purchase message to your customer — automatic
Chat order-taking with you approving each payment
Instant replies to leads — day and night
Mining leads from your inbox into a sheet
Compare each proposal against your winners and find the gaps
A form lead: analysed in a sheet, answered by email, flagged in your chat
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Personalized video-pitch scripts for job posts
Hiring spikes at your accounts — straight to team chat
A lead replies — the CRM card updates and a task lands on a rep
Today's top 10 hot leads — with tasks
Early warnings on at-risk deals, delivered to the rep's chat
Personal cold-email openers from a spreadsheet
Personal messages down a contact list — automatically
Client renewal reminders — ahead of time
Onboard a new client in one move
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Score event RSVPs and route them to sales
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Property enquiries: instant auto-reply and the right agent alerted
B2B leads and cold emails — sourcing and sending, automated
Leads: a personal reply, a nudge and a booked call
Meeting prep that arrives on its own — contact, deals, company and talking points
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Company and contact data — on request, in your messenger
Classify and route every cold email reply
Businesses from the map — scored, each with an outreach email ready
Website lead scoring and an instant client reply
Client onboarding from a single form: project, tasks, contract, channel
A personal opening line for every lead on your list
Personal touches across all channels — email, LinkedIn, messenger
A site chat that answers, captures contacts and scores your leads
A personal opening line for every contact
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
A local lead base with contacts, by your queries
Lead verification, enrichment and sorting — automatically
Your target-account list, built for you
Lead reply intent sorting with ready tasks in Microsoft Teams
Decision-maker contacts — with verification
Round-robin lead routing with a response clock
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
Chat-controlled email outreach — with open tracking
Personalized lead emails with chat approval
Adding and enriching CRM leads without duplicates
A three-email sequence that stops the moment they reply
Cold outreach with follow-ups and reply tracking
Client onboarding from documents — the record fills itself in
An AI assistant over your CRM in any messenger
Finding companies and their staff's work contacts — with AI