Microsoft Teams and Stepik automations — Sales & Leads

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

66 scenarios

New messages in Microsoft Teams — Updating records in Stepik
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 Stepik
Client onboarding: folder, record and team alert, automatically
A form submission becomes a full contact with a verified email
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Lead capture with a multi-step form
Win back leads after missed calls
Quote requests handled — from form to client reply
Stalled leads: a morning nudge to the rep with the next step written out
Score inbound leads against your own ideal-client profile
Auto-handle lead replies from email — CRM task and sales alert
When a payment lands: receipt, CRM update and a team ping
Client meeting prep: the gift, the place, and their preferences
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Personalized video-pitch scripts for job posts
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
A form lead: analysed in a sheet, answered by email, flagged in your chat
Posts with real deal potential — pinged to chat, filed in your knowledge base
Early warnings on at-risk deals, delivered to the rep's chat
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Onboard a new client in one move
Capture and route leads from every channel
Cold-email reply triage: hot leads notified instantly
A new lead summed up from their site — a card in stepik and an alert to Microsoft Teams
Lead scoring with automatic routing of qualified prospects
Intake and routing of service requests with appointment booking
Lead scoring, an instant reply and a nudge to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A business card photo — turned into a contact and a follow-up email
A sales leaderboard with a personal word to the team — automatically
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Automatic follow-ups for prospects who went quiet
Classify and route every cold email reply
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Businesses from the map — scored, each with an outreach email ready
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
Incoming lead sorting and routing — automatically
A personal opening line for every contact
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply
Finding companies and their staff's work contacts — with AI