Send new Salesforce records as emails in Microsoft Outlook
Streamline your communication process with this Salesforce to Microsoft Outlook automation. Whenever a new record is created in Salesforce, an email will be instantly sent through your Microsoft Outlook account, making sure you stay informed and connected with your clients or team. Boost your efficiency and never miss an update with this seamless workflow.
Streamline your communication process with this Salesforce to Microsoft Outlook automation. Whenever a new record is created in Salesforce, an email will be instantly sent through your Microsoft Outlook account, making sure you stay informed and connected with your clients or team. Boost your efficiency and never miss an update with this seamless workflow.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Send Email
Send an email from your Outlook account.
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