Mattermost and Pipedrive automations

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

80 scenarios

New deals announced to your team
Pipedrive people feed your Mattermost audiences
CRM contacts pushed into ad audiences
A daily weather forecast in your Mattermost
Contacts from Pipedrive into Mattermost audiences
New Pipedrive contacts — into Mattermost 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
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in Mattermost
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
Cold deals close themselves — and bring back feedback
CRM contact lookup right inside your team chat
Import products into your store from a sheet with SEO copy
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
Instagram carousel from a folder of images
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Compare each proposal against your winners and find the gaps
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
A hiring signal — into a ready sales lead automatically
Email replies with the client's history in mind — with your approval
Daily scenario backups to a code store
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
Collect client reviews and summarize them to chat automatically
Onboard a new hire from one form: emails, access, documents
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Twice-daily double backup of your scenarios
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
Turn website chat into qualified leads in your 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
Daily CRM and support digest delivered straight to your team chat
Weekly documentation and backup of your scenarios
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
Catch churning customers early: record updated, task created, team alerted
Automatic follow-ups for prospects who went quiet
Client onboarding from a single form: project, tasks, contract, channel
Invoices from email into accounting, with approval
A chat that captures the lead and books the demo
M365 employee onboarding — folders, channel and email in one step
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
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — 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
Lead verification, enrichment and sorting — automatically
Scenario backups in your Pipedrive — with a report in your Mattermost
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