Scriptera
Mautic and Microsoft Excel 365 automations — Sales & Leads
Ready-made scenarios where Mautic and Microsoft Excel 365 work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
33 scenarios
- CRM submissions logged as spreadsheet rows
- Mautic form submissions — rows in Microsoft Excel 365
- New spreadsheets in microsoftExcel — Contacts in Mautic
- Updated records in microsoftExcel — Updating contacts in Mautic
- Updated records in microsoftExcel — Deleting contacts in Mautic
- Contacts logged into a spreadsheet
- New records in microsoftExcel — Contacts in Mautic
- Cold email outreach with automatic status tracking
- An email to every new lead
- Stale listings revived — with an email to the owner
- Targeted outreach to organisations — a list per region
- Enriching leads with contacts — drop a sheet, get a filled CRM
- Every lead: reply, CRM and nurture, instantly
- Personalized outreach emails — written for you
- A morning campaign digest — conclusions instead of eight hundred rows
- Form submissions: triaged, answered and pushed to your team
- A PDF pricing proposal from your sheet — sent to the client
- A proposal and payment link right after the meeting
- Instant reply to a property inquiry with matched listings
- An automated follow-up email sequence for your contacts
- Full company records in your CRM, from a domain list
- Instant email reply to leads from ads
- Screening leads by criteria — with a reply to each
- Auto follow-up that turns leads into meetings — with reminders and sheet logging
- A lead funnel with personal email and follow-up
- Deal contacts — discovered and enriched automatically
- Finding customers in vk by your topic
- Personalized emails to leads — drawn from their profiles
- A client dossier for every booked meeting
- Customer churn prediction from deals and tickets
- Reactivate cold leads with an automated sequence
- Why deals were won and lost — analysed from the actual correspondence
- An AI assistant over your CRM in any messenger
