Pipedrive and SendPulse automations — Sales & Leads

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

52 scenarios

Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
An instant personal reply to every new lead
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Email checking in your CRM — a list of live contacts
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
A proposal and payment link right after the meeting
A prospect list with contacts — automatically
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 personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Pipedrive
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
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
Client proposals from a request — built and sent automatically
Website leads straight into CRM deals, with a team alert
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
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