Google Contacts and Microsoft Teams automations

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

31 scenarios

New Google Contacts contacts — into Microsoft Teams audiences
Contacts from Google Contacts into Microsoft Teams audiences
A daily birthday reminder to your messenger
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Capture and route leads from every channel
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Birthday greetings from your address book, across every channel
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
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
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses