Microsoft Outlook + Salesforce
Update Salesforce records whenever new emails arrive in Microsoft Outlook
Stay on top of your Salesforce records with this seamless workflow between Microsoft Outlook and Salesforce. Whenever you receive a new email in Microsoft Outlook, the linked record in Salesforce will be updated accordingly. This automation ensures that your data stays current and accurate, allowing your team to focus on building strong client relationships and driving business growth.
Stay on top of your Salesforce records with this seamless workflow between Microsoft Outlook and Salesforce. Whenever you receive a new email in Microsoft Outlook, the linked record in Salesforce will be updated accordingly. This automation ensures that your data stays current and accurate, allowing your team to focus on building strong client relationships and driving business growth.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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