Box and Microsoft Outlook automations — Sales & Leads

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

30 scenarios

New files in Box — Updating contacts in Microsoft Outlook
New comments in Box — Contacts in Microsoft Outlook
New comments in Box — Finding contacts in Microsoft Outlook
New comments in Box — Deleting contacts in Microsoft Outlook
New folders in Box — Contacts in Microsoft Outlook
New files in Box — Contacts in Microsoft Outlook
New Microsoft Outlook contacts — into Box audiences
New contacts in Microsoft Outlook — Running apis in Box
Found: folders in Box — Contacts in Microsoft Outlook
Found: files in Box — Contacts in Microsoft Outlook
Contacts from Microsoft Outlook into Box audiences
New folders in Box — Contacts in Microsoft Outlook
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
Client onboarding from a single form: folder, contact, channel, tasks
New client onboarding — folder, tasks, channel, and email in a minute
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
End-to-end client onboarding from one form
Client onboarding from a single form: project, tasks, contract, channel
Sales proposals tailored to each client — on their own
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing
A full company analysis from one link — a report to your inbox
Kick off a client project the moment they pay
Agency client onboarding — folders, brief, and welcome email from one form
A sales assistant across every messenger