Exolve + Microsoft Outlook scenarios — Sales & Leads

Ready-made scenarios where Exolve and Microsoft Outlook work together: pick one — a copy appears in your account and runs on its own.

80 scenarios

New messages in Exolve — Contacts in Microsoft Outlook
New messages in Exolve — Updating contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Running apis in Exolve
Contacts from Microsoft Outlook into Exolve audiences
New Microsoft Outlook contacts — into Exolve audiences
Website requests — straight to your messenger, a confirmation to the client
From Exolve through Microsoft Outlook — the answer back to Exolve
New CRM contacts — enrichment and alert
A website lead: to the team chat, into a sheet, with an email to the client
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
An instant reply to every new lead from your sheet
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
Quote requests handled — from form to client reply
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
Instant calling and booking of new ad leads
Instant replies to leads — day and night
Mining leads from your inbox into a sheet
Matching properties to a client in budget — right on the request
A personal post-purchase message to your customer — automatic
Stalled deals bring themselves back to life
High-value lead alerts — to chat, sheet and calendar
A form lead: analysed in a sheet, answered by email, flagged in your chat
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
Lead scoring and an instant reply to the customer
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
Lead qualification by robo-call — with a proposal for the good fits
Client renewal reminders — ahead of time
Client onboarding from an intake form — checklist, consultant and kickoff
Win back past event attendees with emails written for each of them
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Automatic follow-ups on stalled deals
Score event RSVPs and route them to sales
Sales call breakdown: transcript, lead status, task
Meeting prep that arrives on its own — contact, deals, company and talking points
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Leads: a personal reply, a nudge and a booked call
Property enquiries: instant auto-reply and the right agent alerted
Website leads — enrichment, scoring and routing to CRM
Website lead scoring and an instant client reply
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Classify and route every cold email reply
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website enquiry triage: spam aside, customers get a personal reply
Attendee briefings before every meeting
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
A pre-meeting brief: past agreements and what changed, sent to every attendee
Daily meeting brief with attendee research
Kick off a client project the moment they pay
Sort email leads and file them into the CRM — by importance
Personalized lead emails with chat approval
A brief for every external meeting — in the morning, before your day starts
Sales quotes from a pricing request — automatically
A three-email sequence that stops the moment they reply
Cold outreach with follow-ups and reply tracking
Leads from a form and a messenger in one base, shared among agents
Meeting prep — a briefing on each attendee, sent ahead of time

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.