Monday.com and Pipedrive automations — Sales & Leads

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

32 scenarios

Contacts from Pipedrive into Monday.com audiences
New Pipedrive land in Monday.com by themselves
New Pipedrive contacts — into Monday.com audiences
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
The follow-up after a meeting — written for you
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Personal post-webinar follow-ups, written from the recording itself
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
Lead gathering and drafted emails for approval, sending the approved
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Sort email leads and file them into the CRM — by importance
An AI assistant over your CRM in any messenger
BANT call qualification and CRM handling — on autopilot