Microsoft Outlook + Salesforce
Create events in Microsoft Outlook for new Salesforce records
Automate your workflow between Salesforce and Microsoft Outlook to save time and streamline your processes. Whenever there's a new record in Salesforce, an event is created in Microsoft Outlook. This allows for an efficient management of your tasks or meetings directly linked to new Salesforce records, thus improving overall productivity and organization.
Automate your workflow between Salesforce and Microsoft Outlook to save time and streamline your processes. Whenever there's a new record in Salesforce, an event is created in Microsoft Outlook. This allows for an efficient management of your tasks or meetings directly linked to new Salesforce records, thus improving overall productivity and organization.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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