Pipedrive and SMSC.ru automations — Sales & Leads

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

73 scenarios

Website leads greeted — email, CRM, team alert
A booked meeting — a CRM task and a reminder
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
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
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
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
A prospect list with contacts — automatically
The follow-up after a meeting — written for you
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
Form leads into the CRM: no duplicates, with a score and an alert
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
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
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Requests routed to the right team — sorted automatically
Sales cycle analysis and recommendations — automatic
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
A hiring signal — into a ready sales lead automatically
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A client deck built from a call recording — automatically
Automatic lead qualification in Pipedrive
CRM data quality audit, delivered to your inbox
Enrich leads and get alerts on strong ones
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Personal post-webinar follow-ups, written from the recording itself
Deal close-date forecasting from your own history, auto-updated in the CRM
Website leads — enrichment, scoring and routing to 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
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
Client proposals from a request — built and sent automatically
Incoming lead sorting and routing — 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
Sort email leads and file them into the CRM — by importance