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Microsoft Exchange + Salesforce

Create events in Microsoft Exchange for new records in Salesforce

Effortlessly stay organized and informed with this simple workflow that connects Salesforce and Microsoft Exchange. Whenever a new record is added in Salesforce, an event will be created in your Microsoft Exchange calendar, making it easier to track and manage important information and deadlines. Say goodbye to manual updates and hello to seamless organization.

Effortlessly stay organized and informed with this simple workflow that connects Salesforce and Microsoft Exchange. Whenever a new record is added in Salesforce, an event will be created in your Microsoft Exchange calendar, making it easier to track and manage important information and deadlines. Say goodbye to manual updates and hello to seamless organization.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExchangeMicrosoft Exchange
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    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
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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microsoft-exchange logo

About Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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