Monday.com and Pipedrive automations

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

75 scenarios

Pipedrive people feed your Monday.com audiences
CRM contacts pushed into ad audiences
New Pipedrive land in Monday.com by themselves
Contacts from a table — straight into outreach
New Pipedrive contacts — into Monday.com audiences
Contacts from Pipedrive into Monday.com audiences
Data shaped to the table format — prepared automatically before writing
Contacts from CSV — as cards in Monday.com
Multilingual product descriptions — from the photo
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Multi-tab Excel report in one run
CRM company and task from a form submission
Win back abandoned Shopify carts by email and in CRM
The follow-up after a meeting — written for you
A chatbot over your documents with semantic search
Reconcile invoices against your bank statement — automatically
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
Course applications are evaluated and answered automatically
Invoices from your email — filed and logged automatically
High-value lead alerts — to chat, sheet and calendar
A chatbot that answers from your documents
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
A bank statement sorted into spending categories
Capture and route leads from every channel
A personal AI assistant with a personality
Collect client reviews and summarize them to chat automatically
Onboard a new hire from one form: emails, access, documents
A sales leaderboard with a personal word to the team — automatically
Voice answers to inbound calls, straight from your own documents
Reports from diagnosis emails — as PDF, straight to the recipients
Ask your own documents — get answers from them
Personal post-webinar follow-ups, written from the recording itself
Score event RSVPs and route them to sales
The recording, emailed to everyone who missed the meeting
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Weekly documentation and backup of your scenarios
Blog articles from store products — a draft for each
CRM deals synced to a sheet, with a daily email summary
Blog articles for your store's products — one for each
Deal close-date forecasting from your own history, auto-updated in the CRM
Job applications from a chat — with a ready letter and resume
Shipping quotes delivered right in the customer chat
Customer feedback from every channel, turned into themes and tasks
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Publish short videos from a table — with a ready caption
Client onboarding from a single form: project, tasks, contract, channel
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
SEO keyword analysis and filtering
Answers to questions about your own documents
Incoming lead sorting and routing — automatically
Voice of the customer from every channel: collected, clustered, acted on
Lead gathering and drafted emails for approval, sending the approved
A satisfaction survey after every deal, with replies sorted
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
AI replies to WhatsApp messages, with memory
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Job matching from your resume — automatically
Sort email leads and file them into the CRM — by importance
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
A support bot that understands text, voice, photos and documents
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