Send welcome emails to newly created leads
When a new lead is created in BatchLeads, automatically send an introductory email in Microsoft Office 365 to jumpstart prospect engagement.
See all Microsoft Office 365 + BatchLeads integrations or talk to a human
Google for Startups AcceleratorHow Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Microsoft Office 365 Explore Microsoft Office 365 →
TriggersFires when a new email arrives in Microsoft Office 365.
Fires when an email is sent from Microsoft Office 365.
Fires when a tracked email sent via Microsoft Office 365 is opened.
Fires when an email sent via Microsoft Office 365 bounces.
Sends an email via Microsoft Office 365.
Creates a draft email in Microsoft Office 365.
Applies a label or folder to an email in Microsoft Office 365.
Moves an email into a different folder in Microsoft Office 365.
BatchLeads Explore BatchLeads →
TriggersFires when a new lead or contact is created in BatchLeads.
Fires when a deal moves to a new stage in BatchLeads.
Fires when a deal is marked won in BatchLeads.
Fires when a field on a contact changes in BatchLeads.
Creates or updates a contact in BatchLeads.
Creates a new deal in BatchLeads.
Moves a deal to a new stage in BatchLeads.
Logs a call, email, or note against a record in BatchLeads.
More Microsoft Office 365 + BatchLeads workflows
See all Microsoft Office 365 + BatchLeads integrations → · Browse the full workflow library →
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Common questions
Can Knit build “Send welcome emails to newly created leads” between Microsoft Office 365 and BatchLeads?
Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Office 365 and BatchLeads's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
What are the benefits of linking BatchLeads and Microsoft Office 365?
Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.
Can incoming emails update sales deal notes?
Yes, receiving an email in Microsoft Office 365 can automatically log activity against the matching contact or deal in BatchLeads.