Microsoft Outlook + Salesforce
Create Salesforce records from new flagged emails in Microsoft Outlook
Discover an effortless way to keep track of important emails with this workflow that starts when you flag an email in Microsoft Outlook and culminates in creating a new record in Salesforce. Seamless integration ensures flagged emails don't get lost in your crowded inbox, providing a straightforward solution to keeping your key communications organized and ensuring all essential details are documented promptly and accurately in your Salesforce records.
Discover an effortless way to keep track of important emails with this workflow that starts when you flag an email in Microsoft Outlook and culminates in creating a new record in Salesforce. Seamless integration ensures flagged emails don't get lost in your crowded inbox, providing a straightforward solution to keeping your key communications organized and ensuring all essential details are documented promptly and accurately in your Salesforce records.
- When this happens...New Flagged Email
Triggers when a new email is flagged.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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