Dropbox and Microsoft Outlook automations — Sales & Leads

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

27 scenarios

New contacts in Microsoft Outlook — Running apis in Dropbox
New folders in Dropbox — Contacts in Microsoft Outlook
Found: folders in Dropbox — Contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Members in Dropbox
Contacts from Microsoft Outlook into Dropbox audiences
New Microsoft Outlook contacts — into Dropbox audiences
New files in dropbox — 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 personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
Client onboarding from a single form: folder, contact, channel, tasks
New client onboarding — folder, tasks, channel, and email in a minute
Screening leads by criteria — with a reply to each
A card photo becomes a contact in your sheet
End-to-end client onboarding from one form
Client onboarding from a single form: project, tasks, contract, channel
Client proposals from a request — built and sent automatically
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
Kick off a client project the moment they pay
A full company analysis from one link — a report to your inbox
Agency client onboarding — folders, brief, and welcome email from one form
An AI assistant over your CRM in any messenger
A sales assistant across every messenger