Scriptera
Microsoft Teams automations — Sales & Leads
Ready-made scenarios where Microsoft Teams works for you (sales & leads): pick one — a copy appears in your account and runs on its own.
205 scenarios
- New lead in HubSpot becomes a task in Microsoft Teams
- Form responses delivered to your messenger
- Typeform answers posted to a Microsoft Teams channel
- A form response becomes a task instantly
- Push Salesforce leads into Microsoft Teams audiences
- New HubSpot projects become tasks in Microsoft Teams
- Webflow submissions land straight in Microsoft Teams
- Form submissions become issues in Microsoft Teams
- New CRM deal, task in your task manager
- Form submissions delivered to your messenger
- Webflow submissions posted to your Microsoft Teams channel
- New Google Drive deal — instant Microsoft Teams alert
- A JotForm submission pings you in Microsoft Teams
- JotForm submissions posted into Microsoft Teams
- Deal moves a stage in HubSpot — a task appears in Microsoft Teams
- Closed deals are announced in Microsoft Teams
- Lead alerts delivered to Microsoft Teams
- Form submissions arrive in your Microsoft Teams
- CRM changes announced in your messenger
- HubSpot submissions become tasks in Microsoft Teams
- A form response pings you in Microsoft Teams
- Typeform answers become issues in Microsoft Teams
- Ad leads delivered to your messenger
- Contacts from Amo Crm into Microsoft Teams audiences
- New Amo Crm contacts — into Microsoft Teams audiences
- Website check for new HubSpot companies
- A booked meeting — a CRM task and a reminder
- Website leads to your messenger and a sheet
- Email validation for new CRM contacts
- Website leads land in your list and in the team chat
- Website requests — straight to your messenger, a confirmation to the client
- Validating new contacts for dead addresses
- A website lead: to the team chat, into a sheet, with an email to the client
- Client onboarding: folder, record and team alert, automatically
- A paid invoice moves the deal in your CRM
- Auto-enrich new CRM companies with a brief
- New client onboarding — folder, email and team, automatically
- A messenger ping for every big new lead
- Lead response-time monitoring with alerts
- A form submission becomes a full contact with a verified email
- Notifications of outreach replies — straight to Microsoft Teams
- New deals routed automatically — to the team, table, and slides
- Website inquiries: sheet, alert and one-click reply
- Sort leads by intent with a WhatsApp reply
- Priority for big-budget leads — straight to the CRM and a team signal
- Copying line items into a new deal and notifying the team
- A landing-page lead — into CRM, a task and chat at once
- Filtering strong leads from your form — an alert in your work chat
- CRM event alerts across channels — with a log
- A lead profile from a company name, right in chat
- Sort outreach replies with actions in hubspot
- Lead scoring and routing: hot leads straight to sales
- Bulk contact enrichment in your database
- Every lead: reply, CRM and nurture, instantly
- Find work emails across your contact list
- Lead capture with a multi-step form
- Score contact-form leads and alert the sales chat
- A Microsoft Teams alert only for strong leads from your form
- A task and an alert on every deal move in your CRM
- Personal LinkedIn outreach from a spreadsheet
- An instant reply to every new lead from your sheet
- Win back leads after missed calls
- Form submissions: triaged, answered and pushed to your team
- Business intelligence answers right in your messenger
- The follow-up after a meeting — written for you
- Pitch an upgrade at the exact moment a customer outgrows their plan
- Quote requests handled — from form to client reply
- Inbound leads scored, with alerts and draft replies for the hot ones
- Lead scoring right during the conversation — with alerts to chat
- Auto-handle lead replies from email — CRM task and sales alert
- Score inbound leads against your own ideal-client profile
- A weekly sales summary — straight into your team chat
- Stalled leads: a morning nudge to the rep with the next step written out
- Form leads into the CRM: no duplicates, with a score and an alert
- New-lead handling: CRM entry, team alert and reminder
- Leads from social engagement — into a sheet
- Support & lead-capture chat assistant
- Cold deals close themselves — and bring back feedback
- CRM contact lookup right inside your team chat
- When a payment lands: receipt, CRM update and a team ping
- Company data by registration number — into таблица
- Client meeting prep: the gift, the place, and their preferences
- A follow-up email after a canceled meeting — automatically
- A personal post-purchase message to your customer — automatic
- Matching properties to a client in budget — right on the request
- Stalled deals bring themselves back to life
- Instant calling and booking of new ad leads
- Mining leads from your inbox into a sheet
- Site visitors — straight into CRM contacts and deals
- Instant replies to leads — day and night
- Chat order-taking with you approving each payment
- Lead scoring and an instant reply to the customer
- A company profile from just its name — right in the chat
- Personalized video-pitch scripts for job posts
- Weekly cold outreach report, delivered to chat as a document
- High-value lead alerts — to chat, sheet and calendar
- A form lead: analysed in a sheet, answered by email, flagged in your chat
- Real-estate lead scoring — on autopilot
- Compare each proposal against your winners and find the gaps
- Sales cycle analysis and recommendations — automatic
