Microsoft Teams and SyncroMSP automations

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

45 scenarios

Contacts from SyncroMSP into Microsoft Teams audiences
New SyncroMSP contacts — into Microsoft Teams audiences
Unassigned support tickets — as a list in Microsoft Teams
Customer tickets into team tasks
A daily birthday reminder to your messenger
Chat messages — into support tickets
Support tickets — as a thread in your team chat
Lead scoring and routing: hot leads straight to sales
Early churn-risk detection from Zendesk tickets
Daily duplicate-customer detection in your payment system
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Stuck tickets, followed up automatically
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
A support ticket digest — every morning
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Ticket triage and escalation with response-time control
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
A summary of support tickets — topics and customer mood
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Support metrics from two systems — in one weekly report
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
SLA monitoring that warns before a ticket breaches
Payment issue handling: a reply to the customer, an escalation to the team
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
A requirements doc that keeps itself current
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
AI support across every channel, grounded in your docs
A personal assistant in your messenger: email, calendar, tasks, expenses