Keap and Microsoft Outlook automations

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

295 scenarios

New Keap contacts show up in Microsoft Outlook
Keap customers land in your address book
Email attachments — into storage automatically
Contacts synced into accounting
New Keap contacts — into Microsoft Outlook audiences
Copy Keap entries into Microsoft Outlook
Keap entries — into Microsoft Outlook
Videos from mail — into storage with a link
Contacts from Keap into Microsoft Outlook audiences
Address-book contacts become leads in your Keap
PDF invoices generated from a form and emailed automatically
Website requests — straight to your messenger, a confirmation to the client
A contract from a form — filled in and sent to the client automatically
Deal notes from emails — into your CRM automatically
Contacts from Microsoft Outlook — into Keap on their own
Website leads greeted — email, CRM, team alert
Each person's daily meeting schedule — by email every morning
Email attachments saved to the cloud automatically
A proposal right after the call — automatically
Forward emails to several recipients at once
Personalized quotes — delivered as PDF at once
Form leads straight into the CRM
Interview scheduling and invitations — automatically
Two-way contact sync between two CRMs
Save email attachments to your storage
Scheduled file backup from your server into Keap
Email attachments filed into Keap automatically
New client onboarding — folder, email and team, automatically
Your daily meeting digest, emailed each morning
Route each new order into your CRM, invoices, and mailing list
A proposal from a form lead — as a ready document and email
Audit evidence package — assembled for you
Move files from a server into cloud storage
Scheduled file transfer from server to cloud
Website shots to Keap and to email
A weekly digest of document changes to your inbox
Onboarding event attendees — on autopilot
A personal assistant in your messenger: schedule, mail, contacts
Auto-reply to 'where's my order' with live store status
Security questionnaire answers — filled automatically
Bookings through a form — into the calendar, with confirmation
Send emails down a sheet list, one by one with pauses
A weekly consumption report — as a file in your inbox
Voice appointment reminders for clients
Lead scoring and routing: hot leads straight to sales
Email attachments — automatically into Keap
Company news before every meeting
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Property-tour booking without the back-and-forth
Voice support that answers and books appointments
Win back abandoned Shopify carts by email and in CRM
Voice appointment booking — the calendar fills itself
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Track construction progress from site photos
Handwritten Kindle notes — saved to your cloud automatically
A proposal and payment link right after the meeting
Interview tracking: reminders, statuses and emails
Manage meetings from chat
Export emails to the cloud as files
Inbound leads scored, with alerts and draft replies for the hot ones
Tasks into your calendar without clashes — availability checked, everything logged
Orders from a table into your store — with customer confirmation
Meeting booking on your approval — without clashes
A morning brief on your day and meetings
Track promised loyalty points and receipts with a weekly digest
One assistant for mail, social, calendar and news
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
A study plan, already placed in your calendar
A chat assistant for your calendar and email
An assistant that answers clients and books appointments
Automated appointment booking with calendar and email confirmations
Smart inbox triage with on-point replies
New-lead handling: CRM entry, team alert and reminder
Publishing posts from a spreadsheet — with confirmations and failure alerts
A weekly ad report, delivered as a deck to your inbox
A client newsletter from one topic — with your approval
AI coach on your Strava data — a breakdown of every workout
A personal assistant in Telegram — by voice and text
Recover abandoned carts with a coupon email
Nightly file transfer between servers
Sales insights and team alerts — from your table
Refunds from your inbox: parse the email, check the order, answer the customer
Weekly store sales analysis with AI
The right offer sent right after the enquiry — with a follow-up reminder
A social carousel from a single topic
Lead verification and CRM sync — straight from a JotForm form
Move files from cloud to server, with a report
Pre-visit patient intake with an AI risk summary for the doctor
Course applications are evaluated and answered automatically
Smart auto-replies to routine emails
Candidate interview briefs generated from CVs
A social post with an image from a single topic, automatically
Performance reviews on schedule — reminders, meetings and statuses on their own
The customer's order right inside the support ticket — no manual lookup
Email and calendar by a plain-word request
Open-house visitors into your CRM and into an email, right after the visit
Daily SEO check of your sites with a report and alert
Leave requests — approval and calendar entry on their own