Mautic and Microsoft Outlook automations

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

194 scenarios

New Mautic contacts show up in Microsoft Outlook
Mautic customers land in your address book
Contacts synced into accounting
Contacts from Mautic into Microsoft Outlook audiences
Mautic entries — into Microsoft Outlook
New Mautic contacts — into Microsoft Outlook audiences
Copy Mautic entries into Microsoft Outlook
Deal notes from emails — into your CRM automatically
Contacts from Microsoft Outlook — into Mautic on their own
Website leads greeted — email, CRM, team alert
Website requests — straight to your messenger, a confirmation to the client
A contract from a form — filled in and sent to the client automatically
A proposal right after the call — automatically
Each person's daily meeting schedule — by email every morning
Form leads straight into the CRM
Two-way contact sync between two CRMs
Forward emails to several recipients at once
Personalized quotes — delivered as PDF at once
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
Onboarding event attendees — on autopilot
A personal assistant in your messenger: schedule, mail, contacts
Bookings through a form — into the calendar, with confirmation
Lead scoring and routing: hot leads straight to sales
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 appointment reminders for clients
Voice support that answers and books appointments
Send emails down a sheet list, one by one with pauses
Interview tracking: reminders, statuses and emails
Win back abandoned Shopify carts by email and in CRM
Manage meetings from chat
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
Track construction progress from site photos
Inbound leads scored, with alerts and draft replies for the hot ones
Tasks into your calendar without clashes — availability checked, everything logged
Voice appointment booking — the calendar fills itself
A morning brief on your day and meetings
Meeting booking on your approval — without clashes
A study plan, already placed in your calendar
Smart inbox triage with on-point replies
New-lead handling: CRM entry, team alert and reminder
An assistant that answers clients and books appointments
Automated appointment booking with calendar and email confirmations
Lead verification and CRM sync — straight from a JotForm form
Sales insights and team alerts — from your table
Move files from cloud to server, with a report
AI coach on your Strava data — a breakdown of every workout
Nightly file transfer between servers
Publishing posts from a spreadsheet — with confirmations and failure alerts
The right offer sent right after the enquiry — with a follow-up reminder
A weekly ad report, delivered as a deck to your inbox
Leave requests — approval and calendar entry on their own
Unsubscribes — handled by themselves
Smart auto-replies to routine emails
Performance reviews on schedule — reminders, meetings and statuses on their own
Open-house visitors into your CRM and into an email, right after the visit
Pre-visit patient intake with an AI risk summary for the doctor
Store lead emails turned into CRM contacts and deals automatically
Course applications are evaluated and answered automatically
A full lesson pack from one form
AI email replies with approval before sending
A newsletter to your subscribers — written for you, on your yes
Client onboarding from a single form: folder, contact, channel, tasks
AI sales assistant: qualifies leads and books meetings
Auto-replies to job applicants
High-value lead alerts — to chat, sheet and calendar
Properties with owner contacts — daily to your CRM and email
A personal chat assistant: email, calendar, contacts
Expense tracking from receipts with monthly reports
Personalized certificates after a test, straight to email
A briefing from all your newsletters — in one email
A personal AI assistant in your messenger
Reminders for key employee dates
Cycle tracking with morning insights — automatically
New client onboarding — folder, tasks, channel, and email in a minute
Smart lead routing to reps — instant, with no manual assignment
Voice assistant: calendar and mail by voice
A daily briefing by email: tasks and meetings in one message
Automatic candidate screening and interview booking
From a meeting — ready tasks, events and notifications
Smart support triage with amoCrm
Book meetings from chat with an invite
Personalized pet-care tips — every week
A weekly report on your scenarios — to your inbox
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
A brief on the counterpart's company before a call
Cold outreach with personal emails and CRM logging
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Client booking through chat — with calendar management and a daily summary
Onboard a new hire from one form: emails, access, documents