Pipedrive and SendGrid automations

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

104 scenarios

Pipedrive people feed your SendGrid audiences
CRM contacts pushed into ad audiences
New Pipedrive contacts — into SendGrid audiences
Contacts from Pipedrive into SendGrid audiences
A contract from a form — filled in and sent to the client automatically
Website leads greeted — email, CRM, team alert
Your friends learn when you skip a workout
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
Form leads straight into the CRM
An instant personal reply to every new lead
A proposal from a form lead — as a ready document and email
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
All work accounts for a new hire from one form
Email checking in your CRM — a list of live contacts
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
A proposal and payment link right after the meeting
Pitch an upgrade at the exact moment a customer outgrows their plan
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
One campaign across SMS, email and messenger, straight from your CRM
New-lead handling: CRM entry, team alert and reminder
Weekly backups of every scenario — with full history
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
A weekly ad report, delivered as a deck to your inbox
Move files from cloud to server, with a report
Nightly file transfer between servers
Stalled deals bring themselves back to life
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Course applications are evaluated and answered automatically
Open-house visitors into your CRM and into an email, right after the visit
Personal email drafts to clients — from your correspondence history
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Personalized certificates after a test, straight to email
Personal client emails from their own history
Contract renewal reminders: an email to the client, a task for the rep
A client proposal — assembled for you
Cold outreach with personal emails and CRM logging
A personal AI assistant with a personality
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Website uptime monitoring with alerts — automatically
Self-updating images and links in materials — automatically
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Pipedrive
CRM data quality audit, delivered to your inbox
Onboard a new hire from one form: emails, access, documents
Automatic follow-ups on stalled deals
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
The recording, emailed to everyone who missed the meeting
Job applications from a chat — with a ready letter and resume
A competitor cheat sheet right in the Pipedrive deal card
CRM deals synced to a sheet, with a daily email summary
A recording turned into a short brief
Blog articles from store products — a draft for each
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Customer feedback from every channel, turned into themes and tasks
SSL certificate expiry reports — weekly to chat and email
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Client onboarding from a single form: project, tasks, contract, channel
M365 employee onboarding — folders, channel and email in one step
A chat that captures the lead and books the demo
Interview questions tailored to a specific candidate
Tell customers their bug is fixed — the moment the issue closes
Client proposals from a request — built and sent automatically
Voice of the customer from every channel: collected, clustered, acted on
Personal replies to candidates — a congratulation or a gentle rejection
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Job search with a resume tailored to each — automatically
Website leads straight into CRM deals, with a team alert
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
An AI assistant with helpers for documents and email
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Manage your Pipedrive CRM from a messenger via an AI assistant
A training progress report in your inbox
Job matching from your resume — automatically
Automated cold outreach — with research on every lead
A sprint goal assembled from your tickets and their attachments
Cold outreach with email checks and anti-spam pacing
Meeting recording → tasks, a client email and an updated CRM record