HighLevel and Microsoft Outlook automations — Sales & Leads

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

82 scenarios

New emails in Microsoft Outlook — Updating deals in HighLevel
Starting soon: events in microsoftOutlook — Finding contacts in HighLevel
New emails in Microsoft Outlook — Updating contacts in HighLevel
New emails in Microsoft Outlook — Deleting contacts in HighLevel
Starting soon: events in microsoftOutlook — Contacts in HighLevel
New emails in microsoftOutlook — Updating contacts in HighLevel
New emails in Microsoft Outlook — Deals in HighLevel
New emails in microsoftOutlook — Updating deals in HighLevel
Starting soon: events in microsoftOutlook — Deals in HighLevel
New emails in Microsoft Outlook — Contacts in HighLevel
Starting soon: events in microsoftOutlook — Contacts in HighLevel — variant 2
Copy HighLevel entries into Microsoft Outlook
Address-book contacts become leads in your HighLevel
Contacts synced into accounting
Updated contacts in HighLevel — Contacts in Microsoft Outlook
New HighLevel contacts — into Microsoft Outlook audiences
New emails in Microsoft Outlook — Contacts in HighLevel
New contacts in HighLevel — Updating contacts in Microsoft Outlook
New contacts in HighLevel — Contacts in Microsoft Outlook
Updated contacts in Microsoft Outlook — Deals in HighLevel
New deals in HighLevel — Sending emails in Microsoft Outlook
New contacts in Microsoft Outlook — Updating deals in HighLevel
Found: files in Microsoft Outlook — Updating deals in HighLevel
New contacts in Microsoft Outlook — Deleting tasks in HighLevel
Found: files in Microsoft Outlook — Contacts in HighLevel
Updated contacts in HighLevel — Updating contacts in Microsoft Outlook
Found: files in Microsoft Outlook — Deals in HighLevel
HighLevel entries — into Microsoft Outlook
Updated contacts in Microsoft Outlook — Deleting contacts in Microsoft Outlook
Starting soon: events in microsoftOutlook — Contacts in HighLevel — variant 3
New contacts in Microsoft Outlook — Deals in HighLevel
New deals in HighLevel — Contacts in Microsoft Outlook
Updated contacts in HighLevel — Finding contacts in Microsoft Outlook
New form responses in Formstack — Contacts in Microsoft Outlook — variant 9
Contacts from HighLevel into Microsoft Outlook audiences
Found: contacts in Microsoft Outlook — Contacts in Microsoft Outlook
New folders in Microsoft Outlook — Contacts in HighLevel
Starting soon: events in microsoftOutlook — Contacts in HighLevel
Updated contacts in Microsoft Outlook — Updating deals in HighLevel
New contacts in HighLevel — Running apis in Microsoft Outlook
Microsoft Outlook events update deals in HighLevel
Form leads as enriched CRM contacts
New contacts in Microsoft Outlook — Contacts in Microsoft Outlook — variant 3
New contacts in Microsoft Outlook — Contacts in Microsoft Outlook — variant 4
New calendars in Microsoft Outlook — Deals in HighLevel — variant 2
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Contacts from Microsoft Outlook — into HighLevel on their own
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A personalized sales proposal from a table row, ready and sent
New subscribers scored and enriched — straight into your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
CRM deals synced to a sheet, with a daily email summary
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An AI assistant over your CRM in any messenger