Microsoft Outlook + Salesforce

Create new Salesforce records when new emails arrive in Microsoft Outlook

Streamline your workflow by connecting Microsoft Outlook and Salesforce. With this automation, each time you receive a new email in Outlook, a record is created in Salesforce in Coordinated Universal Time (UTC). This enhances efficiency and ensures that new information is promptly recorded in Salesforce, keeping your records up-to-date and making team collaboration smoother.

Streamline your workflow by connecting Microsoft Outlook and Salesforce. With this automation, each time you receive a new email in Outlook, a record is created in Salesforce in Coordinated Universal Time (UTC). This enhances efficiency and ensures that new information is promptly recorded in Salesforce, keeping your records up-to-date and making team collaboration smoother.

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

    Triggers when a new e-mail is received in your inbox.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record (UTC)

    Creates a new record of a specified Salesforce object. Dates use the UTC format.

    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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