Microsoft Outlook and SendGrid automations — Sales & Leads

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

54 scenarios

New contacts in Microsoft Outlook — Running apis in SendGrid
Contacts from Microsoft Outlook into SendGrid audiences
New Microsoft Outlook contacts — into SendGrid audiences
Website requests — straight to your messenger, a confirmation to the client
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
Form leads straight into the CRM
A proposal from a form lead — as a ready document and email
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Company news before every meeting
Lead scoring and routing: hot leads straight to sales
Send emails down a sheet list, one by one with pauses
Enriching leads with contacts — drop a sheet, get a filled CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
New-lead handling: CRM entry, team alert and reminder
The right offer sent right after the enquiry — with a follow-up 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
AI sales assistant: qualifies leads and books meetings
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
A client proposal — assembled for you
New client onboarding — folder, tasks, channel, and email in a minute
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
A brief on the counterpart's company before a call
Client onboarding from an intake form — checklist, consultant and kickoff
Cold outreach with personal emails and CRM logging
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
A brief on the person and their company before a call
End-to-end client onboarding from one form
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
Daily meeting brief with attendee research
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
A brief for every external meeting — in the morning, before your day starts
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