Microsoft Outlook and Microsoft Teams automations — Sales & Leads

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

116 scenarios

New messages in Microsoft Teams — Updating contacts in Microsoft Outlook
New messages in Microsoft Teams — Contacts in Microsoft Outlook
New conversations in Microsoft Teams — Contacts in Microsoft Outlook
New conversations in Microsoft Teams — Updating contacts in Microsoft Outlook
New channels in Microsoft Teams — Contacts in Microsoft Outlook
Contacts from Microsoft Outlook into Microsoft Teams audiences
New Microsoft Outlook contacts — into Microsoft Teams audiences
New messages in Microsoft Teams — Contacts in Microsoft Outlook
New conversations in microsoftTeams — Updating contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Deleting tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Updating channels in Microsoft Teams
New members in Microsoft Teams — Contacts in Microsoft Outlook
New messages in Microsoft Teams — Updating contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Channels in Microsoft Teams
New members in Microsoft Teams — Updating contacts in Microsoft Outlook
New messages in Microsoft Teams — Contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Running apis in Microsoft Teams
New members in Microsoft Teams — Contacts in Microsoft Outlook
New conversations in microsoftTeams — Contacts in Microsoft Outlook
Microsoft Teams members with email check via hunter into Microsoft Outlook
New CRM contacts — enrichment and alert
Website requests — straight to your messenger, a confirmation to the client
From Microsoft Teams through Microsoft Outlook — the answer back to Microsoft Teams
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
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
Pitch an upgrade at the exact moment a customer outgrows their plan
An instant reply to every new lead from your sheet
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Instant replies to leads — day and night
Matching properties to a client in budget — right on the request
A personal post-purchase message to your customer — automatic
A follow-up email after a canceled meeting — automatically
Instant calling and booking of new ad leads
Mining leads from your inbox into a sheet
Lead scoring and an instant reply to the customer
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Website leads: scored and routed — hot ones to sales, the rest to nurture
A form lead: analysed in a sheet, answered by email, flagged in your chat
New client onboarding — folder, tasks, channel, and email in a minute
Smart lead routing to reps — instant, with no manual assignment
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Win back past event attendees with emails written for each of them
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Turn website chat into qualified leads in your CRM
A business card photo — turned into a contact and a follow-up email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
Score event RSVPs and route them to sales
Sales call breakdown: transcript, lead status, task
Website leads — enrichment, scoring and routing to CRM
Property enquiries: instant auto-reply and the right agent alerted
Ready-to-buy clients from social — on request
Leads: a personal reply, a nudge and a booked call
B2B leads and cold emails — sourcing and sending, automated
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Tender questionnaires — answered for you
Automatic follow-ups for prospects who went quiet
Website lead scoring and an instant client reply
Client onboarding after a won deal
Classify and route every cold email reply
Website lead scoring — a task for the rep only on the strong ones
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
Attendee briefings before every meeting
A chat that captures the lead and books the demo
Personal touches across all channels — email, LinkedIn, messenger
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Enquiries: qualified, written up, yours to approve
Auto-booking demos for high-intent leads
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
Manage your pipedrive CRM from a messenger via an AI assistant
Kick off a client project the moment they pay