Microsoft SharePoint and Pipedrive automations

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

70 scenarios

Contacts from a table — straight into outreach
New Pipedrive land in Microsoft SharePoint by themselves
Data shaped to the table format — prepared automatically before writing
Contacts from CSV — as cards in Microsoft SharePoint
Multilingual product descriptions — from the photo
CRM deals into a sheet — a pipeline snapshot
Multi-tab Excel report in one run
Clean-background product photos — straight to the store
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
The follow-up after a meeting — written for you
Win back abandoned Shopify carts by email and in CRM
Contacts tagged by role and seniority — automatically
Reconcile invoices against your bank statement — automatically
Course applications are evaluated and answered automatically
Leads from a post's likes and comments — straight to your CRM
Invoices from your email — filed and logged automatically
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 personal AI assistant with a personality
Client renewal reminders — ahead of time
Capture and route leads from every channel
On-model product photos without a photoshoot — for every item
Collect client reviews and summarize them to chat automatically
Onboard a new hire from one form: emails, access, documents
Personal post-webinar follow-ups, written from the recording itself
A sales leaderboard with a personal word to the team — automatically
The recording, emailed to everyone who missed the meeting
Reports from diagnosis emails — as PDF, straight to the recipients
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Weekly documentation and backup of your scenarios
CRM deals synced to a sheet, with a daily email summary
Job applications from a chat — with a ready letter and resume
Shipping quotes delivered right in the customer chat
Blog articles for your store's products — one for each
Deal close-date forecasting from your own history, auto-updated in the CRM
Blog articles from store products — a draft for each
Automatic follow-ups for prospects who went quiet
Customer feedback from every channel, turned into themes and tasks
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
SSL certificate expiry reports — weekly to chat and email
Client onboarding from a single form: project, tasks, contract, channel
Publish short videos from a table — with a ready caption
Invoices from email into accounting, with approval
Keep your AI knowledge base in sync with a file queue
SEO keyword analysis and filtering
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Voice of the customer from every channel: collected, clustered, acted on
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
AI replies to WhatsApp messages, with memory
Job matching from your resume — automatically
Sort email leads and file them into the CRM — by importance
A feed carousel from your post text — slides and captions included
Feedback triage and customer replies — automatically
Publishing to social networks from a table — to every platform at once
Every sale — logged, a ping to you and a thank-you to the buyer
Screen CVs by role and invite the right candidates
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
A мессенджер clothing store with photo try-on
BANT call qualification and CRM handling — on autopilot