Битрикс24 and Microsoft Outlook automations — Sales & Leads

Ready-made scenarios where Битрикс24 and Microsoft Outlook work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

112 scenarios

New emails in microsoftOutlook — Updating deals in Bitrix24
Starting soon: events in microsoftOutlook — Contacts in Bitrix24
Starting soon: events in microsoftOutlook — Deals in Bitrix24
Starting soon: events in microsoftOutlook — Finding contacts in Bitrix24
Starting soon: events in microsoftOutlook — Leads in Bitrix24
New emails in Microsoft Outlook — Updating leads in Bitrix24
New emails in Microsoft Outlook — Leads in Bitrix24
New emails in Microsoft Outlook — Updating contacts in Bitrix24
New emails in Microsoft Outlook — Deals in Bitrix24
New emails in Microsoft Outlook — Updating deals in Bitrix24
New emails in microsoftOutlook — Updating contacts in Bitrix24
New emails in Microsoft Outlook — Contacts in Bitrix24
Starting soon: events in microsoftOutlook — Contacts in Bitrix24 — variant 3
Updated contacts in Microsoft Outlook — Deleting contacts in Microsoft Outlook
New contacts in bitrix24 — Contacts in Microsoft Outlook — variant 2
New contacts in Microsoft Outlook — Companies in Bitrix24
New smart process triggers in bitrix24 — Contacts in Microsoft Outlook
New emails in Microsoft Outlook — Contacts in Bitrix24
New deals in bitrix24 — Contacts in Microsoft Outlook
New contacts in Bitrix24 — Running apis in Microsoft Outlook
Updated contacts in Microsoft Outlook — Leads in Bitrix24
Copy Bitrix24 entries into Microsoft Outlook
Updated contacts in Microsoft Outlook — Updating companies in Bitrix24
Updated contacts in Bitrix24 — Contacts in Microsoft Outlook
Contacts from Bitrix24 into Microsoft Outlook audiences
Bitrix24 entries — into Microsoft Outlook
New contacts in Bitrix24 — Contacts in Microsoft Outlook
Updated contacts in Microsoft Outlook — Deals in Bitrix24
New companies in Bitrix24 — Contacts in Microsoft Outlook
New form responses in Formstack — Contacts in Microsoft Outlook — variant 9
Contacts synced into accounting
Found: files in Microsoft Outlook — Contacts in Bitrix24
Updated contacts in Microsoft Outlook — Blogposts in bitrix24
New companies in bitrix24 — Contacts in Microsoft Outlook
New Bitrix24 contacts — into Microsoft Outlook audiences
New deals in Bitrix24 — Sending emails in Microsoft Outlook
New emails in Microsoft Outlook — Leads in Bitrix24 — variant 2
New records in Google Sheets — Leads in Bitrix24
New contacts in Microsoft Outlook — Leads in Bitrix24
Found: files in Microsoft Outlook — Updating deals in Bitrix24
Deleted contacts in Microsoft Outlook — Updating leads in Bitrix24
New contacts in Salesforce — Contacts in Microsoft Outlook
New contacts in Bitrix24 — Updating contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Updating leads in Bitrix24
New folders in Microsoft Outlook — Leads in Bitrix24
Found: contacts in Microsoft Outlook — Contacts in Microsoft Outlook
Updated contacts in Microsoft Outlook — Updating leads in Bitrix24
New contacts in bitrix24 — Contacts in Microsoft Outlook
Updated contacts in Bitrix24 — Finding contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Deals in Bitrix24
Updated contacts in Microsoft Outlook — Updating deals in Bitrix24
New folders in Microsoft Outlook — Contacts in Bitrix24
Updated contacts in Bitrix24 — Updating contacts in Microsoft Outlook
New leads in Bitrix24 — Events in Microsoft Outlook
Starting soon: events in microsoftOutlook — Contacts in Bitrix24
Updated contacts in Microsoft Outlook — Companies in Bitrix24
New contacts in Microsoft Outlook — Updating deals in Bitrix24
Starting soon: events in microsoftOutlook — Contacts in Bitrix24 — variant 2
New deals in Bitrix24 — Contacts in Microsoft Outlook
New leads in Bitrix24 — Contacts in Microsoft Outlook
Found: files in Microsoft Outlook — Deals in Bitrix24
Microsoft Outlook events update deals in Bitrix24
From googleSheets through Microsoft Outlook into Bitrix24
New contacts in Microsoft Outlook — Contacts in Microsoft Outlook — variant 3
Form leads as enriched CRM contacts
New calendars in Microsoft Outlook — Deals in Bitrix24 — variant 2
New contacts in Microsoft Outlook — Contacts in Microsoft Outlook — variant 4
Enriching salesforce leads and adding them to Bitrix24
Contacts from Microsoft Outlook — into bitrix24 on their own
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
An instant personal reply to every new lead
Form leads straight into the CRM
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
A personalized sales proposal from a table row, ready and sent
New subscribers scored and enriched — straight into your CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
A lead replies — the CRM card updates and a task lands on a rep
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Capture and route leads from every channel
CRM data quality audit, delivered to your inbox
Automatic follow-ups on stalled deals
Automatic lead qualification in bitrix24
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM