Create new Salesforce records when new emails arrive in Microsoft Outlook
Streamline your workflow by connecting Microsoft Outlook and Salesforce. With this automation, each time you receive a new email in Outlook, a record is created in Salesforce in Coordinated Universal Time (UTC). This enhances efficiency and ensures that new information is promptly recorded in Salesforce, keeping your records up-to-date and making team collaboration smoother.
Streamline your workflow by connecting Microsoft Outlook and Salesforce. With this automation, each time you receive a new email in Outlook, a record is created in Salesforce in Coordinated Universal Time (UTC). This enhances efficiency and ensures that new information is promptly recorded in Salesforce, keeping your records up-to-date and making team collaboration smoother.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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