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Microsoft Exchange + Salesforce

Create Microsoft Exchange contacts from new Salesforce leads

Tired of switching between Salesforce and Microsoft Exchange? Try this integration. It turns each new lead on Salesforce into a contact on Microsoft Exchange. Now, you can view all your contacts, leads, accounts, and cases in one place.

Tired of switching between Salesforce and Microsoft Exchange? Try this integration. It turns each new lead on Salesforce into a contact on Microsoft Exchange. Now, you can view all your contacts, leads, accounts, and cases in one place.

  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 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
microsoft-exchange logo
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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