Express and Pipedrive automations

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

79 scenarios

New deals announced to your team
CRM contacts pushed into ad audiences
Pipedrive people feed your Express audiences
New Pipedrive contacts — into Express audiences
Contacts from Pipedrive into Express audiences
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
Auto-enrich new CRM companies with a brief
A paid invoice moves the deal in your CRM
Low-stock alerts — in advance
A weekly leads-and-deals report — to your messenger
Clean-background product photos — straight to the store
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in express
A task and an alert on every deal move in your CRM
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
New-lead handling: CRM entry, team alert and reminder
Form leads into the CRM: no duplicates, with a score and an alert
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Import products into your store from a sheet with SEO copy
Stalled deals bring themselves back to life
Instagram carousel from a folder of images
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
Hiring spikes at your accounts — straight to team chat
Email replies with the client's history in mind — with your approval
Daily scenario backups to a code store
Post drafts from your meetings — automatically
Client renewal reminders — ahead of time
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Onboard a new hire from one form: emails, access, documents
A client deck built from a call recording — automatically
Enrich leads and get alerts on strong ones
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Twice-daily double backup of your scenarios
On-model product photos without a photoshoot — for every item
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Weekly documentation and backup of your scenarios
Meeting prep that arrives on its own — contact, deals, company and talking points
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
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Keep your AI knowledge base in sync with a file queue
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Back up your scenarios to Pipedrive
Jobs matched to your resume — with a fit score
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Candidate resume scoring right in your work chat — matched to the opening
An end-of-day report — written by AI and sent for you
Scenario backups in your Pipedrive — with a report in your express
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
A feed carousel from your post text — slides and captions included
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