ActiveCampaign and Microsoft Teams automations

Ready-made scenarios where ActiveCampaign and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.

63 scenarios

Personal ActiveCampaign tasks flow into the team ActiveCampaign
Contacts from ActiveCampaign into Microsoft Teams audiences
New ActiveCampaign contacts — into Microsoft Teams audiences
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A weekly store sales total in a sheet
Low-stock alerts — in advance
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in Microsoft Teams
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Daily duplicate-customer detection in your payment system
New-lead handling: CRM entry, team alert and reminder
A chat advisor bot with memory and a live catalog
Cold deals close themselves — and bring back feedback
Weekly store sales analysis with AI
A daily store sales snapshot — in your chat and in your sheet
Site status alerts with a screenshot — to your messenger
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
A lead replies — the CRM card updates and a task lands on a rep
Low-stock warnings based on real sales velocity
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Collect client reviews and summarize them to chat automatically
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A client deck built from a call recording — automatically
A sales leaderboard with a personal word to the team — automatically
Category sales versus the previous period — delivered to your messenger
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Your agency's real profit — in chat every day
Invoices from email into accounting, with approval
Order questions answered on their own
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
A sales agent in chat: finds the product, answers questions, sends the payment link
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
A post-purchase support assistant in Microsoft Teams
A form order: invoice and client confirmation — automatic
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses