Pipedrive and SMSC.ru automations

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

132 scenarios

Website leads greeted — email, CRM, team alert
A booked meeting — a CRM task and a reminder
A contract from a form — filled in and sent to the client automatically
A proposal right after the call — automatically
Your friends learn when you skip a workout
An instant personal reply to every new lead
A daily birthday reminder to your messenger
Form leads straight into the CRM
Personalized quotes — delivered as PDF at once
Auto-enrich new CRM companies with a brief
A paid invoice moves the deal in your CRM
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
Low-stock alerts — in advance
All work accounts for a new hire from one form
A weekly leads-and-deals report — to your messenger
Email checking in your CRM — a list of live contacts
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
Which channel brings deals — a per-source breakdown in smscRu
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
The follow-up after a meeting — written for you
A proposal and payment link right after the meeting
Pitch an upgrade at the exact moment a customer outgrows their plan
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
Form leads into the CRM: no duplicates, with a score and an alert
Nightly file transfer between servers
CRM contact lookup right inside your team chat
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Weekly backups of every scenario — with full history
A weekly ad report, delivered as a deck to your inbox
Move files from cloud to server, with a report
Stalled deals bring themselves back to life
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Import products into your store from a sheet with SEO copy
Smart auto-replies to routine emails
High-value lead alerts — to chat, sheet and calendar
Requests routed to the right team — sorted automatically
Instagram carousel from a folder of images
Personalized certificates after a test, straight to email
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Daily scenario backups to a code store
Contract renewal reminders: an email to the client, a task for the rep
Email replies with the client's history in mind — with your approval
A hiring signal — into a ready sales lead automatically
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Capture and route leads from every channel
Self-updating images and links in materials — automatically
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Website uptime monitoring with alerts — automatically
Post drafts from your meetings — automatically
Automatic lead qualification in Pipedrive
Collect client reviews and summarize them to chat automatically
Re-engage stalled leads with a ready-made email
CRM data quality audit, delivered to your inbox
Enrich leads and get alerts on strong ones
Automatic follow-ups on stalled deals
Twice-daily double backup of your scenarios
Onboard a new hire from one form: emails, access, documents
A client deck built from a call recording — automatically
The recording, emailed to everyone who missed the meeting
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
A brief on the person and their company before a call
Personal post-webinar follow-ups, written from the recording itself
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
A recording turned into a short brief
Deal close-date forecasting from your own history, auto-updated in the CRM
Job applications from a chat — with a ready letter and resume
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the Pipedrive deal card
Blog articles from store products — a draft for each
Weekly documentation and backup of your scenarios
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
SSL certificate expiry reports — weekly to chat and email
Catch churning customers early: record updated, task created, team alerted
Low-stock monitoring for your store, with priority alerts
Client onboarding from a single form: project, tasks, contract, channel
Invoices from email into accounting, with approval
M365 employee onboarding — folders, channel and email in one step
Interview questions tailored to a specific candidate