Microsoft Outlook + Salesforce

Create new Salesforce records from new messages in Microsoft Outlook folders

Boost your efficiency in managing customer communication and keeping sales records updated. This workflow springs into action when a new message arrives in your specified Microsoft Outlook folder. It then promptly creates a record in Salesforce. This way, you can ensure no important emails go unnoticed and all necessary data is readily available in your CRM. Cut down on manual data entry and enhance your productivity with this straightforward workflow.

Boost your efficiency in managing customer communication and keeping sales records updated. This workflow springs into action when a new message arrives in your specified Microsoft Outlook folder. It then promptly creates a record in Salesforce. This way, you can ensure no important emails go unnoticed and all necessary data is readily available in your CRM. Cut down on manual data entry and enhance your productivity with this straightforward workflow.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Message in Folder

    Triggers when a new new message in folder is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    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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About Salesforce

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

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