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  • Salesforce logoSalesforce logo

Microsoft Outlook + Salesforce

Update Salesforce records whenever new emails arrive in Microsoft Outlook

Stay on top of your Salesforce records with this seamless workflow between Microsoft Outlook and Salesforce. Whenever you receive a new email in Microsoft Outlook, the linked record in Salesforce will be updated accordingly. This automation ensures that your data stays current and accurate, allowing your team to focus on building strong client relationships and driving business growth.

Stay on top of your Salesforce records with this seamless workflow between Microsoft Outlook and Salesforce. Whenever you receive a new email in Microsoft Outlook, the linked record in Salesforce will be updated accordingly. This automation ensures that your data stays current and accurate, allowing your team to focus on building strong client relationships and driving business growth.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    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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salesforce logo

About Salesforce

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