Mandrill and Microsoft Outlook automations — Sales & Leads

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

47 scenarios

Website leads greeted — email, CRM, team alert
Website requests — straight to your messenger, a confirmation to the client
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Company news before every meeting
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Send emails down a sheet list, one by one with pauses
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
The right offer sent right after the enquiry — with a follow-up reminder
Open-house visitors into your CRM and into an email, right after the visit
AI sales assistant: qualifies leads and books meetings
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
New client onboarding — folder, tasks, channel, and email in a minute
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Re-engage stalled leads with a ready-made email
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Intake and routing of service requests with appointment booking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
End-to-end client onboarding from one form
A brief on the person and their company before a call
Client onboarding after a won deal
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding from a single form: project, tasks, contract, channel
Instant emails on every new lead — to your team and to the client
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
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
Lead triage and qualification — with demos and follow-ups
Agency client onboarding — folders, brief, and welcome email from one form
A follow-up email sequence per lead that stops on the first reply