Send emails via Microsoft Outlook when fields on records are updated in Salesforce
React instantly when changes occur in your Salesforce records by implementing this handy workflow. With each update in Salesforce, it triggers an immediate email notification through Microsoft Outlook, ensuring you’re always on top of developments. Streamline your communication and stay ahead with active tracking of your business opportunities.
React instantly when changes occur in your Salesforce records by implementing this handy workflow. With each update in Salesforce, it triggers an immediate email notification through Microsoft Outlook, ensuring you’re always on top of developments. Streamline your communication and stay ahead with active tracking of your business opportunities.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Email
Send an email from your Outlook account.
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