Microsoft Outlook + Salesforce

Create leads in Salesforce from new contacts in Microsoft Outlook

When a new contact is added in Microsoft Outlook, this workflow seamlessly transitions the information to create a lead in Salesforce. This efficient process eliminates the manual task of data entry, enabling businesses to quickly follow-up with potential clients. It's a vital workflow for streamlining sales and marketing efforts.

When a new contact is added in Microsoft Outlook, this workflow seamlessly transitions the information to create a lead in Salesforce. This efficient process eliminates the manual task of data entry, enabling businesses to quickly follow-up with potential clients. It's a vital workflow for streamlining sales and marketing efforts.

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

    Triggers when a new contact is added to your account

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

  • 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
microsoft-outlook logo
microsoft-outlook logo

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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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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