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Microsoft Outlook + Salesforce

Send new Salesforce records as emails in Microsoft Outlook

Streamline your communication process with this Salesforce to Microsoft Outlook automation. Whenever a new record is created in Salesforce, an email will be instantly sent through your Microsoft Outlook account, making sure you stay informed and connected with your clients or team. Boost your efficiency and never miss an update with this seamless workflow.

Streamline your communication process with this Salesforce to Microsoft Outlook automation. Whenever a new record is created in Salesforce, an email will be instantly sent through your Microsoft Outlook account, making sure you stay informed and connected with your clients or team. Boost your efficiency and never miss an update with this seamless workflow.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.