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Microsoft Outlook + Salesforce Essentials

Microsoft Outlook + Salesforce Essentials

Microsoft Outlook + Salesforce Essentials integrations

Send an email in Microsoft Outlook when a record field is updated in Salesforce Essentials

Streamline your update process with this efficient workflow. Whenever a field on a record is updated in Salesforce Essentials, an email is immediately sent from your Microsoft Outlook. This seamless integration maintains prompt communication and ensures quick response times, thereby enhancing efficiency and customer satisfaction.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Salesforce Essentials and Microsoft Outlook

Discover other triggers and actions you can use with Salesforce Essentials and Microsoft Outlook

  • Salesforce Essentials triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Contact
      Required
    Action
    Write
    • File
      Required
    • Salesforce Object
      Required
    • Description
    • IsPrivate
    Action
    Write
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Lead
      Required
    Action
    Write
    • Salesforce Object
      Required
    Action
    Write
microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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salesforce-essentials logo
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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