Microsoft Outlook + Salesforce

Create events in Microsoft Outlook for updated Salesforce records

Stay on top of your updates in Salesforce with this seamless integration. When a field in a Salesforce record is updated, this workflow will create a new event in Microsoft Outlook to ensure you never miss an important change. Enjoy an organized and efficient way to track updates without manual effort, enabling you to focus on essential tasks.

Stay on top of your updates in Salesforce with this seamless integration. When a field in a Salesforce record is updated, this workflow will create a new event in Microsoft Outlook to ensure you never miss an important change. Enjoy an organized and efficient way to track updates without manual effort, enabling you to focus on essential tasks.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

    • 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.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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