Битрикс24 and Microsoft Outlook automations

Ready-made scenarios where Битрикс24 and Microsoft Outlook work for you: pick one — a copy appears in your account and runs on its own.

126 scenarios

Emails from Microsoft Outlook become tasks in Bitrix24
Emails from Microsoft Outlook become tasks in Bitrix24
New emails from Microsoft Outlook become tasks in Bitrix24
Emails in Microsoft Outlook turn into Bitrix24 tasks
Flagged emails turned into tasks
Emails from Microsoft Outlook turn into tasks in Bitrix24
Emails from Microsoft Outlook turn into tasks in Bitrix24
Starred Microsoft Outlook emails become Bitrix24 tasks
Labeled emails from Microsoft Outlook become tasks in Bitrix24
Contacts from Bitrix24 into Microsoft Outlook audiences
Tasks from Bitrix24 land in Microsoft Outlook
New Bitrix24 contacts — into Microsoft Outlook audiences
Contacts synced into accounting
Copy Bitrix24 entries into Microsoft Outlook
Bitrix24 entries — into Microsoft Outlook
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Contacts from Microsoft Outlook — into bitrix24 on their own
Form leads straight into the CRM
Two-way contact sync between two CRMs
A morning digest: email, news and tasks in one message
An instant personal reply to every new lead
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
An email of tasks into a ticket with subtasks
Unpaid-invoice control: task and email — on their own
Turn support emails into tracker tickets automatically
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
Candidate shortlisting, emails and screening tasks
Urgent tasks that don't stall
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into bitrix24 tasks with a team notice
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
Tickets prioritized by importance, tasks created for you
Time-based invoices and missing-hours reminders in one run
Stuck tickets, followed up automatically
Release notes — ready the moment a version ships
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Bug reports turned into proper tickets
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Open-house visitors into your CRM and into an email, right after the visit
Data-load failure monitoring with tasks and alerts
Smart auto-replies to routine emails
Properties with owner contacts — daily to your CRM and email
Urgent emails from key clients, turned straight into tasks
Requests routed to the right team — sorted automatically
Interview bookings — call, task and emails assembled automatically
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Team-capacity tracking with over-allocation alerts
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Smart support triage with bitrix24
A daily briefing by email: tasks and meetings in one message
Launch a vacancy: deadlines, task and announcement in one move
Polite candidate rejections sent by email, with the task closed
A lead replies — the CRM card updates and a task lands on a rep
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Critical bugs from testing escalated straight to tickets and engineering chat
Client renewal reminders — ahead of time
Automatic lead qualification in bitrix24
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
B2B prospect search and personal outreach — on autopilot
Data-quality watch that alerts only on real issues
A brief on the person and their company before a call
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the bitrix24 deal card
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind