Microsoft Teams and SendPulse automations — Sales & Leads

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

72 scenarios

Website requests — straight to your messenger, a confirmation to the client
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Quote requests handled — from form to client reply
Win back leads after missed calls
Pitch an upgrade at the exact moment a customer outgrows their plan
Form submissions: triaged, answered and pushed to your team
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Instant calling and booking of new ad leads
Matching properties to a client in budget — right on the request
A follow-up email after a canceled meeting — automatically
Stalled deals bring themselves back to life
Instant replies to leads — day and night
A personal post-purchase message to your customer — automatic
High-value lead alerts — to chat, sheet and calendar
Lead scoring and an instant reply to the customer
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Client onboarding from a single form: folder, contact, channel, tasks
A personal plan for every new lead — right after the request
Smart lead routing to reps — instant, with no manual assignment
New client onboarding — folder, tasks, channel, and email in a minute
Lead qualification by robo-call — with a proposal for the good fits
Win back past event attendees with emails written for each of them
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Client onboarding from an intake form — checklist, consultant and kickoff
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A business card photo — turned into a contact and a follow-up email
B2B leads and cold emails — sourcing and sending, automated
Meeting prep that arrives on its own — contact, deals, company and talking points
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
Website leads — enrichment, scoring and routing to CRM
Sales call breakdown: transcript, lead status, task
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website lead scoring and an instant client reply
Classify and route every cold email reply
Website lead scoring — a task for the rep only on the strong ones
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
Personal touches across all channels — email, LinkedIn, messenger
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Manage your Pipedrive CRM from a messenger via an AI assistant
Kick off a client project the moment they pay
B2B leads and first outreach from a single message
Personalized lead emails with chat approval
Chat-controlled email outreach — with open tracking
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply
A client quote right from your chat — describe the order in words
Leads from a form and a messenger in one base, shared among agents
Personalized outreach with site research — from lead to send