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Microsoft Outlook + Salesforce

Create Salesforce contacts from new Microsoft Outlook contacts

When a new contact is added in Microsoft Outlook, this workflow swiftly creates a matching contact within Salesforce. This ensures that all new contacts registered in your email system are instantly available in your CRM, saving you time and ensuring consistency across platforms. Perfect for businesses or sales professionals looking to streamline their database management and stay organized without manual input.

When a new contact is added in Microsoft Outlook, this workflow swiftly creates a matching contact within Salesforce. This ensures that all new contacts registered in your email system are instantly available in your CRM, saving you time and ensuring consistency across platforms. Perfect for businesses or sales professionals looking to streamline their database management and stay organized without manual input.

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

    Triggers when a new contact is added to your account

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
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    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
  • 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
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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions