Microsoft Outlook and Stackby automations — Lead Scoring & Routing

Ready-made scenarios where Microsoft Outlook and Stackby work for you (lead scoring & routing): pick one — a copy appears in your account and runs on its own.

16 scenarios

Auto-qualifying inbound leads from a form
Route leads by budget and source — automatically
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
A form submission: scored, enriched with company data, answered personally
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Form leads triaged: priority email for hot ones, a gentle one for the rest
A tailored reply to every lead by topic, logged in a table
Sales call breakdown: transcript, lead status, task
Website lead scoring and an instant client reply
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance