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Microsoft Outlook + Salesforce

Create Salesforce leads from new Microsoft Outlook calendar events

Automate the process of capturing leads directly from your Microsoft Outlook calendar events with this efficient workflow. When a new event starts in Microsoft Outlook, a lead will be created in Salesforce. Stay organized and save time by streamlining lead generation with this seamless integration.

Automate the process of capturing leads directly from your Microsoft Outlook calendar events with this efficient workflow. When a new event starts in Microsoft Outlook, a lead will be created in Salesforce. Stay organized and save time by streamlining lead generation with this seamless integration.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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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About Salesforce

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