ActiveCampaign and Microsoft Outlook automations

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

75 scenarios

ActiveCampaign entries — into Microsoft Outlook
Contacts synced into accounting
Contacts from ActiveCampaign into Microsoft Outlook audiences
New ActiveCampaign contacts — into Microsoft Outlook audiences
Copy ActiveCampaign entries into Microsoft Outlook
Website leads greeted — email, CRM, team alert
Contacts from Microsoft Outlook — into ActiveCampaign on their own
Deal notes from emails — into your CRM automatically
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Auto-reply to 'where's my order' with live store status
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
Orders from a table into your store — with customer confirmation
New-lead handling: CRM entry, team alert and reminder
An invoice to the client — from one status change
Recover abandoned carts with a coupon email
Cold deals close themselves — and bring back feedback
Refunds from your inbox: parse the email, check the order, answer the customer
Weekly store sales analysis with AI
Instant reply to a property inquiry with matched listings
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Store lead emails turned into CRM contacts and deals automatically
The customer's order right inside the support ticket — no manual lookup
Deal-matched materials — sent automatically by CRM stage
Site status alerts with a screenshot — to your messenger
Client onboarding from a single form: folder, contact, channel, tasks
Requests routed to the right team — sorted automatically
Upsell signals from support tickets
Properties with owner contacts — daily to your CRM and email
High-value lead alerts — to chat, sheet and calendar
Low-stock warnings based on real sales velocity
Contract renewal reminders: an email to the client, a task for the rep
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Stockout forecasts and automatic supplier emails
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Blog articles from store products — a draft for each
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the ActiveCampaign deal card
Review sentiment analysis and an AI report to your inbox
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Consolidating revenue from every till and prepping filings
Personal emails to new contacts — built from their own socials
Ecommerce support that answers from your own policies and catalog
Product listings from photos — automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses