Agile CRM and Microsoft Teams automations

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

49 scenarios

New Agile CRM contacts — into Microsoft Teams audiences
Contacts from Agile CRM into Microsoft Teams audiences
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A weekly leads-and-deals report — to your messenger
Which channel brings deals — a per-source breakdown in Microsoft Teams
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
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
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Adding and enriching CRM leads without duplicates
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
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses