Microsoft Outlook and SendPulse automations

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

177 scenarios

Contacts from sendPulse — into Microsoft Outlook on their own
A contract from a form — filled in and sent to the client automatically
Deal notes from emails — into your CRM automatically
Website requests — straight to your messenger, a confirmation to the client
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
Each person's daily meeting schedule — by email every morning
An exam-prep question — every day to email, messenger, and SMS
Forward emails to several recipients at once
Two-way contact sync between two CRMs
Personalized quotes — delivered as PDF at once
Interview scheduling and invitations — automatically
An instant personal reply to every new lead
Form leads straight into the CRM
Your daily meeting digest, emailed each morning
Price alerts — by email and to your phone
Route each new order into your CRM, invoices, and mailing list
Onboarding event attendees — on autopilot
An instant reply to a website lead — by email and message
A weekly digest of document changes to your inbox
Send emails down a sheet list, one by one with pauses
Property-tour booking without the back-and-forth
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
Voice appointment reminders for clients
Bookings through a form — into the calendar, with confirmation
Enriching leads with contacts — drop a sheet, get a filled CRM
A prospect list with contacts — automatically
Voice appointment booking — the calendar fills itself
Interview tracking: reminders, statuses and emails
Tasks into your calendar without clashes — availability checked, everything logged
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Track construction progress from site photos
A proposal and payment link right after the meeting
Your day's plan by SMS every morning
Inbound leads scored, with alerts and draft replies for the hot ones
Open-house visitors — team alert and instant follow-up
Automated appointment booking with calendar and email confirmations
A morning brief on your day and meetings
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
Smart inbox triage with on-point replies
Meeting booking on your approval — without clashes
A study plan, already placed in your calendar
Nightly file transfer between servers
Sales insights and team alerts — from your table
Lead verification and CRM sync — straight from a JotForm form
Move files from cloud to server, with a report
A weekly ad report, delivered as a deck to your inbox
The right offer sent right after the enquiry — with a follow-up reminder
AI coach on your Strava data — a breakdown of every workout
Publishing posts from a spreadsheet — with confirmations and failure alerts
Pre-visit patient intake with an AI risk summary for the doctor
Smart auto-replies to routine emails
Performance reviews on schedule — reminders, meetings and statuses on their own
Instant SMS to a new lead and an auto follow-up if they go quiet
Leave requests — approval and calendar entry on their own
Open-house visitors into your CRM and into an email, right after the visit
Invoices and payments on autopilot — from issue to paid
High-value lead alerts — to chat, sheet and calendar
Personalized certificates after a test, straight to email
A newsletter to your subscribers — written for you, on your yes
AI email replies with approval before sending
A briefing from all your newsletters — in one email
Expense tracking from receipts with monthly reports
Auto-replies to job applicants
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
A full lesson pack from one form
Reminders for key employee dates
New client onboarding — folder, tasks, channel, and email in a minute
Cycle tracking with morning insights — automatically
Book meetings from chat with an invite
A daily briefing by email: tasks and meetings in one message
Automatic candidate screening and interview booking
Smart support triage with amoCrm
A daily competitor breakdown — what they post and what took off
Client onboarding from an intake form — checklist, consultant and kickoff
A weekly report on your scenarios — to your inbox
Cold outreach with personal emails and CRM logging
Personalized pet-care tips — every week
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
Onboard a new hire from one form: emails, access, documents
Online service booking through an AI chat
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Expense approvals, from form to manager's yes
Intake and routing of service requests with appointment booking
Re-engage stalled leads with a ready-made email
A week's calendar summary — by email
Taking bookings in Telegram with Microsoft Outlook entries
A calendar read-out and a weekly time digest
Automated invoice payment reminders
Resume screening and interview scheduling
End-to-end client onboarding from one form
The recording, emailed to everyone who missed the meeting
Client onboarding from a questionnaire: project, tasks, channel, email, CRM