Microsoft Outlook and Slack automations — Sales & Leads

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

113 scenarios

New messages in slack — Updating contacts in Microsoft Outlook — variant 2
New messages in Slack — Updating contacts in Microsoft Outlook
New users in Slack — Contacts in Microsoft Outlook
New channels in Slack — Contacts in Microsoft Outlook
New messages in Slack — Contacts in Microsoft Outlook
New messages in slack — Contacts in Microsoft Outlook — variant 2
New messages in Slack — Contacts in Microsoft Outlook
New messages in slack — Contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Updating channels in Slack
New messages in Slack — Updating contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Channels in Slack
Found: files in Slack — Contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Updating statuses in slack
New messages in Slack — Contacts in Microsoft Outlook
From Slack through Microsoft Outlook — the answer back to Slack
Website requests — straight to your messenger, a confirmation to the client
New CRM contacts — enrichment and alert
A website lead: to the team chat, into a sheet, with an email to the client
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Lead scoring and routing: hot leads straight to sales
Every lead: reply, CRM and nurture, instantly
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
An instant reply to every new lead from your sheet
Pitch an upgrade at the exact moment a customer outgrows their plan
Form submissions: triaged, answered and pushed to your team
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
When a payment lands: receipt, CRM update and a team ping
Instant calling and booking of new ad leads
A personal post-purchase message to your customer — automatic
Matching properties to a client in budget — right on the request
Stalled deals bring themselves back to life
Mining leads from your inbox into a sheet
Instant replies to leads — day and night
Lead scoring and an instant reply to the customer
High-value lead alerts — to chat, sheet and calendar
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
New client onboarding — folder, tasks, channel, and email in a minute
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Lead qualification by robo-call — with a proposal for the good fits
Smart lead routing to reps — instant, with no manual assignment
Business card into your address book with one photo
Win back past event attendees with emails written for each of them
Client onboarding from an intake form — checklist, consultant and kickoff
Morning briefs for your meetings — who and where from
Screening leads by criteria — with a reply to each
Client renewal reminders — ahead of time
A card photo becomes a contact in your sheet
Capture and route leads from every channel
Automatic follow-ups on stalled deals
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
A business card photo — turned into a contact and a follow-up email
Turn website chat into qualified leads in your CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Property enquiries: instant auto-reply and the right agent alerted
Sales call breakdown: transcript, lead status, task
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Leads: a personal reply, a nudge and a booked call
B2B leads and cold emails — sourcing and sending, automated
Alerts for customers losing interest: to the rep, into a task, and by email
Ready-to-buy clients from social — on request
Classify and route every cold email reply
Client onboarding after a won deal
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Tender questionnaires — answered for you
Re-engaging quiet clients — weekly, without manual tracking
Website enquiry triage: spam aside, customers get a personal reply
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Attendee briefings before every meeting
Personal touches across all channels — email, LinkedIn, messenger
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
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
Sales proposals tailored to each client — on their own
Manage your pipedrive CRM from a messenger via an AI assistant
Kick off a client project the moment they pay
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
Chat-controlled email outreach — with open tracking
Personalized lead emails with chat approval