Microsoft Outlook + Salesforce

Send emails via Microsoft Outlook when fields on records are updated in Salesforce

React instantly when changes occur in your Salesforce records by implementing this handy workflow. With each update in Salesforce, it triggers an immediate email notification through Microsoft Outlook, ensuring you’re always on top of developments. Streamline your communication and stay ahead with active tracking of your business opportunities.

React instantly when changes occur in your Salesforce records by implementing this handy workflow. With each update in Salesforce, it triggers an immediate email notification through Microsoft Outlook, ensuring you’re always on top of developments. Streamline your communication and stay ahead with active tracking of your business opportunities.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
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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
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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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