Agile CRM and Microsoft Outlook automations

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

60 scenarios

Contacts from Agile CRM into Microsoft Outlook audiences
New Agile CRM contacts — into Microsoft Outlook audiences
Copy Agile CRM entries into Microsoft Outlook
Agile CRM entries — into Microsoft Outlook
Contacts synced into accounting
Website leads greeted — email, CRM, team alert
Contacts from Microsoft Outlook — into Agile CRM on their own
Deal notes from emails — into your CRM automatically
Form leads straight into the CRM
Two-way contact sync between two CRMs
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
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
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Contract renewal reminders: an email to the client, a task for the rep
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Capture and route leads from every channel
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
A competitor cheat sheet right in the Agile CRM deal card
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Tell customers their bug is fixed — the moment the issue closes
Customer churn prediction from deals and tickets
Lead gathering and drafted emails for approval, sending the approved
Website leads straight into CRM deals, with a team alert
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
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
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses