HighLevel and Microsoft Outlook automations

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

128 scenarios

Emails from Microsoft Outlook turn into tasks in HighLevel
Flagged emails turned into tasks
Starred Microsoft Outlook emails become HighLevel tasks
Emails from Microsoft Outlook become tasks in HighLevel
Emails from Microsoft Outlook turn into tasks in HighLevel
Emails from Microsoft Outlook become tasks in HighLevel
Emails in Microsoft Outlook turn into HighLevel tasks
New emails from Microsoft Outlook become tasks in HighLevel
Labeled emails from Microsoft Outlook become tasks in HighLevel
Tasks from HighLevel land in Microsoft Outlook
Address-book contacts become leads in your HighLevel
New HighLevel contacts — into Microsoft Outlook audiences
Contacts from HighLevel into Microsoft Outlook audiences
HighLevel entries — into Microsoft Outlook
Copy HighLevel entries into Microsoft Outlook
Contacts synced into accounting
Contacts from Microsoft Outlook — into HighLevel on their own
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
A morning digest: email, news and tasks in one message
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
An email of tasks into a ticket with subtasks
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Turn support emails into tracker tickets automatically
Unpaid-invoice control: task and email — on their own
Candidate shortlisting, emails and screening tasks
Leads scored and routed to a rep — straight from the form
New subscribers scored and enriched — straight into your CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into HighLevel tasks with a team notice
Triaged support: replies and bug tickets
New-lead handling: CRM entry, team alert and reminder
Time-based invoices and missing-hours reminders in one run
Lead verification and CRM sync — straight from a JotForm form
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Release notes — ready the moment a version ships
Tasks become calendar events — automatically
Smart auto-replies to routine emails
A follow-up email after a canceled meeting — automatically
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
A daily sprint and time-tracking report, by email
Store lead emails turned into CRM contacts and deals automatically
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
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
Requests routed to the right team — sorted automatically
Urgent emails from key clients, turned straight into tasks
Interview bookings — call, task and emails assembled automatically
Properties with owner contacts — daily to your CRM and email
A daily briefing by email: tasks and meetings in one message
Contract renewal reminders: an email to the client, a task for the rep
Launch a vacancy: deadlines, task and announcement in one move
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with HighLevel
Polite candidate rejections sent by email, with the task closed
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A daily numbers summary — to chat and email
B2B prospect search and personal outreach — on autopilot
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
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 HighLevel 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
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Route change requests by the rules — no manual triage
A personal assistant in your messenger: email, calendar and tasks by voice
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
A daily goals report: what's on plan and what's behind