Calltouch and Microsoft Outlook automations — Sales & Leads

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

62 scenarios

New Microsoft Outlook land in Calltouch by themselves
New contacts in Autopilot — Records in Calltouch
Contacts from Microsoft Outlook into Calltouch audiences
New contacts in Microsoft Outlook — Running apis in Calltouch
New Microsoft Outlook contacts — into Calltouch audiences
New records in Calltouch — Contacts in Microsoft Outlook
New attendees in eventbrite — Records in Calltouch — variant 2
New form responses in JotForm — Contacts in Microsoft Outlook
New subscribers in Mailchimp — Records in Calltouch
New webinar registrants in zoom — Contacts in Microsoft Outlook — variant 2
Found: customers in Get Course — Records in Calltouch
New HubSpot contacts — enriched via hunter, saved to Microsoft Outlook and Calltouch
Form submissions into a sheet and support
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Capture and score form leads — into a newsletter and sheet
Client onboarding: folder, record and team alert, automatically
A meaningful reply to every website lead — by email, within a minute
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
CRM event alerts across channels — with a log
Form submissions straight into a table — with an automatic reply
Auto-qualifying inbound leads from a form
Orders from emails — into sheet rows automatically
Instant replies to inbound leads, with lead scoring
Quote requests handled — from form to client reply
Business leads from Google Maps with auto-emails
Route leads by budget and source — automatically
Auto-handle lead replies from email — CRM task and sales alert
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Personalised welcome emails right after payment
A form submission: scored, enriched with company data, answered personally
A personal post-purchase message to your customer — automatic
Website leads: scored and routed — hot ones to sales, the rest to nurture
High-value lead alerts — to chat, sheet and calendar
Reply to new leads with a quick approval step
Scoring and routing leads from form submissions
Form leads triaged: priority email for hot ones, a gentle one for the rest
A card photo becomes a contact in your sheet
Finding businesses on the map and emailing them
Cold-email reply triage: hot leads notified instantly
Sales call analysis that updates the CRM for you
A business card photo — turned into a contact and a follow-up email
Personal post-webinar follow-ups, written from the recording itself
A tailored reply to every lead by topic, logged in a table
Deal close-date forecasting from your own history, auto-updated in the CRM
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Classify and route every cold email reply
Finding customers on Reddit — on autopilot
Website enquiry triage: spam aside, customers get a personal 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
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply