Lead Management

Microsoft 365 Enquiry Desk

Plenty of small firms have never opened a Google Sheet in their lives — the whole business runs on Outlook, Excel and Teams. This workflow does the standard enquiry-handling job in that stack: the form response is acknowledged from your own Outlook address, written to a shared Excel table on OneDrive, posted into the Teams channel that actually gets read, and turned into a To Do task with a same-day due date.

6 stepsRequires Zapier Starter or higher20 minEasy

Microsoft ExcelMicrosoft OutlookMicrosoft TeamsMicrosoft To DoOneDrive

What you get

A complete enquiry pipeline without a single Google product.

Every enquiry acknowledged from your real Outlook address within a minute.

The enquiry log lives in a shared Excel table the whole office can already open.

Workflow blueprint

When this happens

Microsoft ExcelNew Row in Table

1MO

Microsoft OutlookSend Email

2MT

Microsoft TeamsSend Channel Message

3MT

Microsoft To DoCreate Task

4ME

Microsoft ExcelUpdate Row

5ON

OneDriveCreate Folder

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 6 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 6 steps arrive on the canvas wired in order, and 3 of the 6 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →