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Microsoft Outlook + Salesforce

Create Salesforce records when Microsoft Outlook events begin

Effortlessly keep track of your Outlook calendar events in Salesforce with this seamless workflow. Whenever a new event starts in your Microsoft Outlook calendar, a new record will be created in Salesforce, ensuring your important meetings and appointments are always organized and easily accessible. Save time and stay on top of your busy schedule with this efficient automation.

Effortlessly keep track of your Outlook calendar events in Salesforce with this seamless workflow. Whenever a new event starts in your Microsoft Outlook calendar, a new record will be created in Salesforce, ensuring your important meetings and appointments are always organized and easily accessible. Save time and stay on top of your busy schedule with this efficient automation.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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