Create draft emails in Microsoft Outlook for updated records in Salesforce
Stay on top of your Salesforce record updates and respond promptly with this seamless workflow. When a record is updated in Salesforce, a draft email will be created in Microsoft Outlook, allowing you to quickly review and send a personalized response. Boost your productivity and enhance your customer relationships with this efficient automation.
Stay on top of your Salesforce record updates and respond promptly with this seamless workflow. When a record is updated in Salesforce, a draft email will be created in Microsoft Outlook, allowing you to quickly review and send a personalized response. Boost your productivity and enhance your customer relationships with this efficient automation.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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