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Set up your first integration
Quickly connect Microsoft Outlook to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Salesforce, automating your workflow.
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Frequently Asked Questions about Microsoft Outlook + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Salesforce
How can I integrate Microsoft Outlook with Salesforce?
You can integrate Microsoft Outlook with Salesforce by using our platform to set up automated workflows, or 'Zaps'. This involves selecting Microsoft Outlook as the trigger app and defining an event such as receiving a new email. Then, choose Salesforce as the action app where you'll determine what needs to happen in Salesforce, like creating a new contact.
What triggers are available for Outlook when integrating with Salesforce?
When integrating Outlook with Salesforce, you can use triggers like 'New Email', 'New Contact', or 'New Calendar Event' from Outlook. These triggers can initiate various actions in Salesforce such as creating leads or updating existing records.
Can I create events in Salesforce from my Outlook calendar?
Yes, by setting up an integration where a new event in your Outlook calendar acts as a trigger, you can automate the creation of corresponding events in Salesforce. This ensures your scheduling is synchronized across both platforms.
How do I update contacts in Salesforce when they are modified in Outlook?
To update contacts in Salesforce when they change in Outlook, set up a Zap that uses the 'Updated Contact' trigger from Microsoft Outlook. Then select the appropriate action such as updating an existing record in Salesforce to keep your contact information consistent.
Is it possible to sync emails between Outlook and Salesforce automatically?
You can automatically sync emails by configuring an integration where new incoming emails on Outlook serve as triggers to create compatible email activities within Salesforce. This integration ensures that all relevant communications are stored within your CRM.
What should I do if my Zaps don't trigger as expected?
If your Zaps aren't triggering correctly, check if the chosen trigger events occur properly on our platform and verify that all account connections are active and authorized. It may assist to review any filters or options configured during Zap setup that might prevent triggering.
Are customization options available when syncing data between these applications?
Certainly! While setting up Zaps between Microsoft Outlook and Salesforce, you have customization flexibility including choosing specific data fields for transfer, setting filtering conditions for tight control over information flow, and tailoring actions to meet unique workflow needs.
Practical ways you can use Microsoft Outlook and Salesforce
Schedule Salesforce lead updates in Outlook
Keep track of important progress updates. When a lead is updated in Salesforce, Zapier creates a calendar event in Microsoft Outlook, making it easy to maintain visibility into key developments with scheduled reminders.
Business Owner
Sync Outlook and Salesforce contacts
Keep your contact lists consistent across platforms. When a new contact is added to Microsoft Outlook, Zapier automatically creates the same contact in Salesforce. This improves data consistency and ensures up-to-date contact information in both systems.
ITNotify marketers about flagged Outlook emails
React proactively to key communications. When an email is flagged in Microsoft Outlook, Zapier sends a notification to the marketing team's Slack channel, ensuring they can act quickly to respond or follow up. This setup maintains communication efficiency and timely action.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
