Microsoft Outlook + Salesforce

Draft emails in Microsoft Outlook for new contacts in Salesforce

Stay ahead with your client communication with this workflow. When a new contact is added in Salesforce, a draft email is instantly prepared in your Microsoft Outlook. This way, you can ensure you never miss greeting new contacts, improving your networking efficiency. Optimize your process, save time, and enhance your professionalism with this simple automation.

Stay ahead with your client communication with this workflow. When a new contact is added in Salesforce, a draft email is instantly prepared in your Microsoft Outlook. This way, you can ensure you never miss greeting new contacts, improving your networking efficiency. Optimize your process, save time, and enhance your professionalism with this simple automation.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    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
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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About Salesforce

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

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  • CRM (Customer Relationship Management)

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