HighLevel and Microsoft Teams automations — Sales & Leads

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

62 scenarios

New channels in Microsoft Teams — Deals in HighLevel
New messages in Microsoft Teams — Contacts in HighLevel
New channels in Microsoft Teams — Contacts in HighLevel
New conversations in Microsoft Teams — Deals in HighLevel
New messages in Microsoft Teams — Deals in HighLevel
New conversations in Microsoft Teams — Updating contacts in HighLevel
New messages in Microsoft Teams — Updating deals in HighLevel
New conversations in Microsoft Teams — Contacts in HighLevel
New conversations in microsoftTeams — Updating deals in HighLevel
New messages in Microsoft Teams — Updating contacts in HighLevel
New conversations in microsoftTeams — Updating contacts in HighLevel
New deals in HighLevel — Channels in Microsoft Teams
New tasks in Microsoft Teams — Deals in HighLevel
New members in Microsoft Teams — Contacts in HighLevel
New messages in Microsoft Teams — Updating contacts in HighLevel
New HighLevel contacts — into Microsoft Teams audiences
New conversations in microsoftTeams — Contacts in HighLevel
New messages in Microsoft Teams — Updating deals in HighLevel
New messages in Microsoft Teams — Contacts in HighLevel
New messages in Microsoft Teams — Contacts in HighLevel
New contacts in HighLevel — Deleting tasks in Microsoft Teams
New deals in HighLevel — Sending messages in Microsoft Teams
New messages in Microsoft Teams — Contacts in HighLevel
New members in Microsoft Teams — Updating contacts in HighLevel
Contacts from HighLevel into Microsoft Teams audiences
New contacts in HighLevel — Updating channels in Microsoft Teams
New contacts in HighLevel — Channels in Microsoft Teams
New contacts in HighLevel — Running apis in Microsoft Teams
New members in Microsoft Teams — Contacts in HighLevel
Microsoft Teams members with email check via hunter into HighLevel
A booked meeting — a CRM task and a reminder
New CRM contacts — enrichment and alert
From Microsoft Teams through HighLevel — the answer back to Microsoft Teams
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Client renewal reminders — ahead of time
Capture and route leads from every channel
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
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