Microsoft Outlook and Stepik automations — Sales & Leads

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

98 scenarios

New Microsoft Outlook land in Stepik by themselves
Contacts from Microsoft Outlook into Stepik audiences
New contacts in Autopilot — Records in Stepik
Updated records in Stepik — Contacts in Microsoft Outlook
New form responses in JotForm — Contacts in Microsoft Outlook
New contacts in Microsoft Outlook — Running apis in Stepik
New records in Stepik — Contacts in Microsoft Outlook
New Microsoft Outlook contacts — into Stepik audiences
Updated records in Stepik — Updating contacts in Microsoft Outlook
New attendees in eventbrite — Records in Stepik — variant 2
New subscribers in Mailchimp — Records in Stepik
Found: customers in Get Course — Records in Stepik
New HubSpot contacts — enriched via hunter, saved to Microsoft Outlook and Stepik
New webinar registrants in zoom — Contacts in Microsoft Outlook — variant 2
Form submissions into a sheet and support
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
A project request — turned into a proposal and emailed to the client
A meaningful reply to every website lead — by email, within a minute
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
Auto-qualifying inbound leads from a form
Orders from emails — into sheet rows automatically
Lead scoring and routing: hot leads straight to sales
Personalized cold outreach on a schedule
LinkedIn lead finding and personalized outreach
Business leads from Google Maps with auto-emails
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
A PDF pricing proposal from your sheet — sent to the client
A new lead: a CRM card and a welcome — instantly
Instant replies to inbound leads, with lead scoring
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
The right offer sent right after the enquiry — with a follow-up reminder
Personalised welcome emails right after payment
Contacts tagged by role and seniority — automatically
When a payment lands: receipt, CRM update and a team ping
A form submission: scored, enriched with company data, answered personally
Leads from a post's likes and comments — straight to your CRM
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Reply to new leads with a quick approval step
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
High-value lead alerts — to chat, sheet and calendar
Scoring and routing inquiries — automatically
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
A card photo becomes a contact in your sheet
A waitlist with email confirmation — in a sheet
Capture and route leads from every channel
Finding businesses on the map and emailing them
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Form leads triaged: priority email for hot ones, a gentle one for the rest
Cold-email reply triage: hot leads notified instantly
Intake and routing of service requests with appointment booking
Find clients and send first emails — from one form
A tailored reply to every lead by topic, logged in a table
A business card photo — turned into a contact and a follow-up email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Sales call analysis that updates the CRM for you
Personal post-webinar follow-ups, written from the recording itself
B2B leads and cold emails — sourcing and sending, automated
Sales call breakdown: transcript, lead status, task
Ready-to-buy clients from social — on request
Property enquiries: instant auto-reply and the right agent alerted
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Social-network leads, scored and synced to your CRM
Finding customers on Reddit — on autopilot
Website lead scoring and an instant client reply
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Classify and route every cold email reply
Automatic follow-ups for prospects who went quiet
Client onboarding from a single form: project, tasks, contract, channel
Website enquiry triage: spam aside, customers get a personal reply
A four-email sequence — personalised for each recipient
Client brief breakdowns, done for you with industry research
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Enquiries: qualified, written up, yours to approve
Instant replies to messenger leads, with scoring and meeting booking
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sort email leads and file them into the CRM — by importance
B2B leads and first outreach from a single message
A follow-up email sequence per lead that stops on the first reply