Microsoft Outlook and SourceCraft automations — Sales & Leads

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

6 scenarios

A follow-up email after a canceled meeting — automatically
A lead replies — the CRM card updates and a task lands on a rep
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
Website lead scoring — a task for the rep only on the strong ones
A pre-meeting brief: past agreements and what changed, sent to every attendee