Devino and Microsoft Outlook automations — Sales & Leads

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

122 scenarios

New messages in Devino — Updating contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Running apis in Devino
Contacts from Microsoft Outlook into Devino audiences
Updated contacts in Microsoft Outlook — Sending SMS in Devino
New leads in Facebook Lead Ads — Sending SMS in Devino
New messages in Devino — Contacts in Microsoft Outlook
New Microsoft Outlook contacts — into Devino audiences
New contacts in Microsoft Outlook — Sending SMS in Devino
New calendars in Microsoft Outlook — Deals in Bitrix24 — variant 2
New CRM contacts — enrichment and alert
Website requests — straight to your messenger, a confirmation to the client
From Devino through Microsoft Outlook — the answer back to Devino
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
A website lead: to the team chat, into a sheet, with an email to the client
An instant personal reply to every new lead
Personalized quotes — delivered as PDF at once
Form leads straight into the CRM
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
Route each new order into your CRM, invoices, and mailing list
Website inquiries: sheet, alert and one-click reply
An instant reply to a website lead — by email and message
CRM event alerts across channels — with a log
Company news before every meeting
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Send emails down a sheet list, one by one with pauses
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
A proposal and payment link right after the meeting
Pitch an upgrade at the exact moment a customer outgrows their plan
An instant reply to every new lead from your sheet
Inbound leads scored, with alerts and draft replies for the hot ones
Open-house visitors — team alert and instant follow-up
Quote requests handled — from form to client reply
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
The right offer sent right after the enquiry — with a follow-up reminder
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Matching properties to a client in budget — right on the request
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Open-house visitors into your CRM and into an email, right after the visit
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Instant SMS to a new lead and an auto follow-up if they go quiet
High-value lead alerts — to chat, sheet and calendar
A form lead: analysed in a sheet, answered by email, flagged in your chat
Lead scoring and an instant reply to the customer
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
Properties with owner contacts — daily to your CRM and email
Lead qualification by robo-call — with a proposal for the good fits
New client onboarding — folder, tasks, channel, and email in a minute
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Smart lead routing to reps — instant, with no manual assignment
A brief on the counterpart's company before a call
Win back past event attendees with emails written for each of them
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Cold-email reply triage: hot leads notified instantly
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Automatic follow-ups on stalled deals
Intake and routing of service requests with appointment booking
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
End-to-end client onboarding from one form
Meeting prep that arrives on its own — contact, deals, company and talking points
Leads: a personal reply, a nudge and a booked call
B2B leads and cold emails — sourcing and sending, automated
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Tender questionnaires — answered for you
Website lead scoring and an instant client reply
Automatic follow-ups for prospects who went quiet
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Classify and route every cold email reply
A reply to every new lead — by email and message
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
Attendee briefings before every meeting
Personal touches across all channels — email, LinkedIn, messenger