Pipedrive and Twake automations

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

73 scenarios

CRM contacts pushed into ad audiences
Pipedrive people feed your Twake audiences
New deals announced to your team
New Pipedrive contacts — into Twake audiences
Contacts from Pipedrive into Twake audiences
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
Low-stock alerts — in advance
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in Twake
A task and an alert on every deal move in your CRM
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
New-lead handling: CRM entry, team alert and reminder
Form leads into the CRM: no duplicates, with a score and an alert
Cold deals close themselves — and bring back feedback
CRM contact lookup right inside your team chat
Import products into your store from a sheet with SEO copy
Stalled deals bring themselves back to life
Instagram carousel from a folder of images
Compare each proposal against your winners and find the gaps
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Email replies with the client's history in mind — with your approval
Hiring spikes at your accounts — straight to team chat
Contract renewal reminders: an email to the client, a task for the rep
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Daily scenario backups to a code store
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Post drafts from your meetings — automatically
Twice-daily double backup of your scenarios
A client deck built from a call recording — automatically
Collect client reviews and summarize them to chat automatically
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
Automatic follow-ups on stalled deals
Onboard a new hire from one form: emails, access, documents
A sales leaderboard with a personal word to the team — automatically
Turn website chat into qualified leads in your CRM
Score event RSVPs and route them to sales
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Weekly documentation and backup of your scenarios
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
Catch churning customers early: record updated, task created, team alerted
Invoices from email into accounting, with approval
A chat that captures the lead and books the demo
Jobs matched to your resume — with a fit score
Back up your scenarios to Pipedrive
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Incoming lead sorting and routing — automatically
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Scenario backups in your Pipedrive — with a report in your Twake
A CV chatbot that answers for you, with messenger alerts
Matching jobs with a cover letter — daily, to your messenger
Sort email leads and file them into the CRM — by importance
Meeting recording → tasks, a client email and an updated CRM record
Job search and a resume for each — on autopilot
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer