Microsoft Teams and Pipedrive automations

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

90 scenarios

Pipedrive people feed your Microsoft Teams audiences
New deals announced to your team
CRM contacts pushed into ad audiences
New Pipedrive contacts — into Microsoft Teams audiences
Contacts from Pipedrive into Microsoft Teams 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
All work accounts for a new hire from one form
A weekly leads-and-deals report — to your messenger
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in Microsoft Teams
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
The follow-up after a meeting — written for you
Form leads into the CRM: no duplicates, with a score and an alert
A chat advisor bot with memory and a live catalog
New-lead handling: CRM entry, team alert and reminder
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
Repo changes from chat, in plain words
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
Instagram carousel from a folder of images
A lead replies — the CRM card updates and a task lands on a rep
A hiring signal — into a ready sales lead automatically
Email replies with the client's history in mind — with your approval
Scoring and routing leads from form submissions
Daily scenario backups to a code store
Hiring spikes at your accounts — straight to team chat
Contract renewal reminders: an email to the client, a task for the rep
Client renewal reminders — ahead of time
Post drafts from your meetings — automatically
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
A client deck built from a call recording — automatically
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Onboard a new hire from one form: emails, access, documents
Twice-daily double backup of your scenarios
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A chat bot that answers from your own knowledge base
Turn website chat into qualified leads in your CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Weekly documentation and backup of your scenarios
Job applications from a chat — with a ready letter and resume
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Catch churning customers early: record updated, task created, team alerted
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
Invoices from email into accounting, with approval
Client onboarding from a single form: project, tasks, contract, channel
Answers on company policies, right in your chat
M365 employee onboarding — folders, channel and email in one step
A chat that captures the lead and books the demo
Morning reminders of birthdays and name days
Back up your scenarios to Pipedrive
Jobs matched to your resume — with a fit score
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
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
Scenario backups in your Pipedrive — with a report in your Microsoft Teams
A CV chatbot that answers for you, with messenger alerts
Manage your Pipedrive CRM from a messenger via an AI assistant
Matching jobs with a cover letter — daily, to your messenger
Meeting recording → tasks, a client email and an updated CRM record
Sort email leads and file them into the CRM — by importance
Job search and a resume for each — on autopilot
Feedback triage and customer replies — automatically
Adding and enriching CRM leads without duplicates
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