Compass and Pipedrive automations

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

72 scenarios

CRM contacts pushed into ad audiences
New deals announced to your team
Pipedrive people feed your Compass audiences
Contacts from Pipedrive into Compass audiences
New Pipedrive contacts — into Compass audiences
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
Low-stock alerts — in advance
A weekly leads-and-deals report — to your messenger
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in compass
Pitch an upgrade at the exact moment a customer outgrows their plan
The follow-up after a meeting — written for you
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
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Import products into your store from a sheet with SEO copy
Instagram carousel from a folder of images
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Hiring spikes at your accounts — straight to team chat
Daily scenario backups to a code store
Scoring and routing leads from form submissions
A hiring signal — into a ready sales lead automatically
Contract renewal reminders: an email to the client, a task for the rep
Email replies with the client's history in mind — with your approval
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Post drafts from your meetings — automatically
Client renewal reminders — ahead of time
Onboard a new hire from one form: emails, access, documents
Collect client reviews and summarize them to chat automatically
Twice-daily double backup of your scenarios
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
A client deck built from a call recording — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Weekly documentation and backup of your scenarios
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
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Catch churning customers early: record updated, task created, team alerted
Automatic follow-ups for prospects who went quiet
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
Back up your scenarios to Pipedrive
Jobs matched to your resume — with a fit score
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Scenario backups in your Pipedrive — with a report in your compass
A CV chatbot that answers for you, with messenger alerts
Matching jobs with a cover letter — daily, to your messenger
Sort email leads and file them into the CRM — by importance
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Job search and a resume for each — on autopilot
Every sale — logged, a ping to you and a thank-you to the buyer