Microsoft Outlook + Salesforce

Send emails in Microsoft Outlook when new leads appear in Salesforce

Never miss a beat with new clients by combining your Salesforce and Microsoft Outlook abilities. With this workflow, any new lead added to Salesforce immediately triggers an email sent through Outlook. This streamlines your communication process, ensuring a prompt response to potential clients and driving your business growth.

Never miss a beat with new clients by combining your Salesforce and Microsoft Outlook abilities. With this workflow, any new lead added to Salesforce immediately triggers an email sent through Outlook. This streamlines your communication process, ensuring a prompt response to potential clients and driving your business growth.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    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
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

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  • CRM (Customer Relationship Management)

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