Devino and Pipedrive automations

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

137 scenarios

CRM contacts pushed into ad audiences
Pipedrive people feed your Devino audiences
New deals announced to your team
New Pipedrive contacts — into Devino audiences
Contacts from Pipedrive into Devino audiences
Website leads greeted — email, CRM, team alert
A booked meeting — a CRM task and a reminder
A contract from a form — filled in and sent to the client automatically
A proposal right after the call — automatically
Your friends learn when you skip a workout
A daily birthday reminder to your messenger
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
A weekly digest of document changes to your inbox
Low-stock alerts — in advance
Email checking in your CRM — a list of live contacts
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
Enriching leads with contacts — drop a sheet, get a filled CRM
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in devino
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
The follow-up after a meeting — written for you
A personalized sales proposal from a table row, ready and sent
Pitch an upgrade at the exact moment a customer outgrows their plan
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
Form leads into the CRM: no duplicates, with a score and an alert
CRM contact lookup right inside your team chat
Nightly file transfer between servers
Move files from cloud to server, with a report
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
A weekly ad report, delivered as a deck to your inbox
Weekly backups of every scenario — with full history
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
Smart auto-replies to routine emails
Import products into your store from a sheet with SEO copy
Deal-matched materials — sent automatically by CRM stage
Sales cycle analysis and recommendations — automatic
Instagram carousel from a folder of images
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
High-value lead alerts — to chat, sheet and calendar
Personalized certificates after a test, straight to email
Compare each proposal against your winners and find the gaps
Email replies with the client's history in mind — with your approval
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
Daily scenario backups to a code store
Hiring spikes at your accounts — straight to team chat
A hiring signal — into a ready sales lead automatically
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Website uptime monitoring with alerts — automatically
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Capture and route leads from every channel
Post drafts from your meetings — automatically
Self-updating images and links in materials — automatically
Onboard a new hire from one form: emails, access, documents
Automatic lead qualification in Pipedrive
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
CRM data quality audit, delivered to your inbox
Enrich leads and get alerts on strong ones
Twice-daily double backup of your scenarios
A client deck built from a call recording — automatically
The recording, emailed to everyone who missed the meeting
Score event RSVPs and route them to sales
A brief on the person and their company before a call
Personal post-webinar follow-ups, written from the recording itself
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Weekly documentation and backup of your scenarios
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Blog articles from store products — a draft for each
Job applications from a chat — with a ready letter and resume
Website leads — enrichment, scoring and routing to CRM
A competitor cheat sheet right in the Pipedrive deal card
A recording turned into a short brief
Catch churning customers early: record updated, task created, team alerted
Low-stock monitoring for your store, with priority alerts
SSL certificate expiry reports — weekly to chat and email
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking