Microsoft Outlook + OkoCrm scenarios — Sales & Leads

Ready-made scenarios where Microsoft Outlook and OkoCrm work together: pick one — a copy appears in your account and runs on its own.

119 scenarios

Website requests — straight to your messenger, a confirmation to the client
A website lead: to the team chat, into a sheet, with an email to the client
Cold emails from company profiles — automatically
Client onboarding: folder, record and team alert, automatically
Capture and score form leads — into a newsletter and sheet
New client onboarding — folder, email and team, automatically
A meaningful reply to every website lead — by email, within a minute
A project request — turned into a proposal and emailed to the client
Website inquiries: sheet, alert and one-click reply
Emails to found companies — from list to sent
Form submissions straight into a table — with an automatic 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
Auto-qualifying inbound leads from a form
Orders from emails — into sheet rows automatically
A new lead: a CRM card and a welcome — instantly
Business leads from Google Maps with auto-emails
LinkedIn lead finding and personalized outreach
Quote requests handled — from form to client reply
Pitch an upgrade at the exact moment a customer outgrows their plan
An instant reply to every new lead from your sheet
Instant replies to inbound leads, with lead scoring
Route leads by budget and source — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Scoring and routing inbound leads — automatically
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
The right offer sent right after the enquiry — with a follow-up reminder
Cold deals close themselves — and bring back feedback
A form submission: scored, enriched with company data, answered personally
When a payment lands: receipt, CRM update and a team ping
Contacts tagged by role and seniority — automatically
Personalised welcome emails right after payment
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Instant replies to leads — day and night
Matching properties to a client in budget — right on the request
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
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
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Lead scoring and an instant reply to the customer
Reply to new leads with a quick approval step
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Scoring and routing inquiries — automatically
Smart lead routing to reps — instant, with no manual assignment
Lead qualification by robo-call — with a proposal for the good fits
Win back past event attendees with emails written for each of them
Form leads triaged: priority email for hot ones, a gentle one for the rest
A waitlist with email confirmation — in a sheet
Capture and route leads from every channel
Finding businesses on the map and emailing them
Client renewal reminders — ahead of time
Client onboarding from an intake form — checklist, consultant and kickoff
Morning briefs for your meetings — who and where from
A card photo becomes a contact in your sheet
Cold outreach with auto follow-ups and CRM tracking
Intake and routing of service requests with appointment booking
Cold-email reply triage: hot leads notified instantly
Re-engage stalled leads with a ready-made email
Find clients and send first emails — from one form
Automatic follow-ups on stalled deals
A tailored reply to every lead by topic, logged in a table
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A business card photo — turned into a contact and a follow-up email
Score event RSVPs and route them to sales
Personal post-webinar follow-ups, written from the recording itself
Sales call analysis that updates the CRM for you
Ready-to-buy clients from social — on request
Social-network leads, scored and synced to your CRM
Leads: a personal reply, a nudge and a booked call
Website leads — enrichment, scoring and routing to CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Sales call breakdown: transcript, lead status, task
Property enquiries: instant auto-reply and the right agent alerted
B2B leads and cold emails — sourcing and sending, automated
CRM deals synced to a sheet, with a daily email summary
Website lead scoring and an instant client reply
Re-engaging quiet clients — weekly, without manual tracking
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Campaign and deal analytics — in one table
Finding customers on Reddit — on autopilot
Classify and route every cold email reply
Tender questionnaires — answered for you
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
Client brief breakdowns, done for you with industry research
Personal touches across all channels — email, LinkedIn, messenger
Leads from a sheet into your CRM, no duplicates
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.