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Microsoft Exchange + Salesforce

Create new Microsoft Exchange contacts from new Salesforce leads

Stay constantly updated with Salesforce by quickly transferring new leads into Contacts in your Microsoft Exchange network. Using this efficient workflow, as soon as a new lead emerges in Salesforce, their details are instantly integrated as a new Contact in Microsoft Exchange. This not only streamlines the process but also ensures your contact information remains current and consistent across platforms.

Stay constantly updated with Salesforce by quickly transferring new leads into Contacts in your Microsoft Exchange network. Using this efficient workflow, as soon as a new lead emerges in Salesforce, their details are instantly integrated as a new Contact in Microsoft Exchange. This not only streamlines the process but also ensures your contact information remains current and consistent across platforms.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

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

    Creates a new contact.

    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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