Microsoft Teams and Pipedrive automations — Sales & Leads

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

50 scenarios

Contacts from Pipedrive into Microsoft Teams audiences
New Pipedrive contacts — into Microsoft Teams audiences
A booked meeting — a CRM task and a reminder
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
Pitch an upgrade at the exact moment a customer outgrows their plan
Form leads into the CRM: no duplicates, with a score and an alert
New-lead handling: CRM entry, team alert and reminder
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Compare each proposal against your winners and find the gaps
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
A hiring signal — into a ready sales lead automatically
A lead replies — the CRM card updates and a task lands on a rep
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Client renewal reminders — ahead of time
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Manage your Pipedrive CRM from a messenger via an AI assistant
Sort email leads and file them into the CRM — by importance
Adding and enriching CRM leads without duplicates
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger