Pipedrive and SendPulse automations

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

90 scenarios

Website leads greeted — email, CRM, team alert
A contract from a form — filled in and sent to the client automatically
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
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
Email checking in your CRM — a list of live contacts
All work accounts for a new hire from one form
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
One campaign across SMS, email and messenger, straight from your CRM
New-lead handling: CRM entry, team alert and reminder
Nightly file transfer between servers
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
Move files from cloud to server, with a report
A weekly ad report, delivered as a deck to your inbox
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Personalized certificates after a test, straight to email
Client onboarding from a single form: folder, contact, channel, tasks
Contract renewal reminders: an email to the client, a task for the rep
Morning briefs for your meetings — who and where from
Self-updating images and links in materials — automatically
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Website uptime monitoring with alerts — automatically
Automatic lead qualification in Pipedrive
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Onboard a new hire from one form: emails, access, documents
Personal post-webinar follow-ups, written from the recording itself
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
The recording, emailed to everyone who missed the meeting
Website leads — enrichment, scoring and routing to CRM
Job applications from a chat — with a ready letter and resume
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
A competitor cheat sheet right in the Pipedrive deal card
SSL certificate expiry reports — weekly to chat and email
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
M365 employee onboarding — folders, channel and email in one step
Interview questions tailored to a specific candidate
Client proposals from a request — built and sent automatically
Tell customers their bug is fixed — the moment the issue closes
Lead gathering and drafted emails for approval, sending the approved
Job search with a resume tailored to each — automatically
Customer churn prediction from deals and tickets
Personal replies to candidates — a congratulation or a gentle rejection
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
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
A sprint goal assembled from your tickets and their attachments
Automated cold outreach — with research on every lead
Job matching from your resume — automatically
Cold outreach with email checks and anti-spam pacing
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI-powered SMS support — with escalation and follow-ups
Screen CVs by role and invite the right candidates