Pipedrive and SendGrid automations — Sales & Leads

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

59 scenarios

New Pipedrive contacts — into SendGrid audiences
Contacts from Pipedrive into SendGrid audiences
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Form leads straight into the CRM
An instant personal reply to every new lead
Personalized quotes — delivered as PDF at once
A proposal from a form lead — as a ready document and email
Route each new order into your CRM, invoices, and mailing list
Email checking in your CRM — a list of live contacts
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Stalled deals bring themselves back to life
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Personal client emails from their own history
Personal email drafts to clients — from your correspondence history
A client proposal — assembled for you
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Pipedrive
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
Turn website chat into qualified leads in your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Client proposals from a request — built and sent automatically
Customer churn prediction from deals and tickets
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Manage your Pipedrive CRM from a messenger via an AI assistant
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing