Express and Microsoft Outlook automations — Sales & Leads

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

90 scenarios

New messages in Express — Updating contacts in Microsoft Outlook
New Microsoft Outlook contacts — into Express audiences
New contacts in Microsoft Outlook — Running apis in Express
New messages in Express — Contacts in Microsoft Outlook
New messages in Express — Contacts in Microsoft Outlook
Contacts from Microsoft Outlook into Express audiences
Website requests — straight to your messenger, a confirmation to the client
From Express through Microsoft Outlook — the answer back to Express
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
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
Quote requests handled — from form to client reply
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Matching properties to a client in budget — right on the request
Stalled deals bring themselves back to life
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Instant calling and booking of new ad leads
Instant replies to leads — day and night
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Lead scoring and an instant reply to the customer
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Win back past event attendees with emails written for each of them
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
A card photo becomes a contact in your sheet
Client renewal reminders — ahead of time
Screening leads by criteria — with a reply to each
Morning briefs for your meetings — who and where from
Automatic follow-ups on stalled deals
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Website leads — enrichment, scoring and routing to CRM
Leads: a personal reply, a nudge and a booked call
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
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Re-engaging quiet clients — weekly, without manual tracking
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
Website lead scoring and an instant client reply
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
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
A pre-meeting brief: past agreements and what changed, sent to every attendee
Lead verification, enrichment and sorting — automatically
Daily meeting brief with attendee research
Sales proposals tailored to each client — on their own
Cold outreach with email checks and anti-spam pacing
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
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents
Meeting prep — a briefing on each attendee, sent ahead of time
A sales assistant across every messenger