OkoCrm and Pipedrive automations

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

85 scenarios

A booked meeting — a CRM task and a reminder
Contacts from CSV — as cards in okoCrm
Data shaped to the table format — prepared automatically before writing
A daily birthday reminder to your messenger
Multilingual product descriptions — from the photo
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
Low-stock alerts — in advance
CRM deals into a sheet — a pipeline snapshot
A weekly leads-and-deals report — to your messenger
Multi-tab Excel report in one run
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in okoCrm
Win back abandoned Shopify carts by email and in CRM
CRM company and task from a form submission
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
Pitch an upgrade at the exact moment a customer outgrows their plan
Form leads into the CRM: no duplicates, with a score and an alert
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Import products into your store from a sheet with SEO copy
Course applications are evaluated and answered automatically
Client onboarding from a single form: folder, contact, channel, tasks
Instagram carousel from a folder of images
Compare each proposal against your winners and find the gaps
Invoices from your email — filed and logged automatically
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Hiring spikes at your accounts — straight to team chat
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Email replies with the client's history in mind — with your approval
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
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Onboard a new hire from one form: emails, access, documents
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
Cold outreach with auto follow-ups and CRM tracking
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Personal post-webinar follow-ups, written from the recording itself
Reports from diagnosis emails — as PDF, straight to the recipients
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Blog articles from store products — a draft for each
Weekly documentation and backup of your scenarios
Shipping quotes delivered right in the customer chat
Blog articles for your store's products — one for each
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Catch churning customers early: record updated, task created, team alerted
Low-stock monitoring for your store, with priority alerts
Campaign and deal analytics — in one table
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Client onboarding from a single form: project, tasks, contract, channel
Publish short videos from a table — with a ready caption
Jobs matched to your resume — with a fit score
Tell customers their bug is fixed — the moment the issue closes
SEO keyword analysis and filtering
Morning reminders of birthdays and name days
Lead gathering and drafted emails for approval, sending the approved
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
A CV chatbot that answers for you, with messenger alerts
Matching jobs with a cover letter — daily, to your messenger
Job matching from your resume — automatically
Product listings from photos — automatically
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
Screen CVs by role and invite the right candidates
AI marketing outreach with reply handling — on autopilot
BANT call qualification and CRM handling — on autopilot